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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL NETWORK INVESTMENT CORP10+ years Service code 27 200 N. SEPULVEDA BLVD SUITE 1300 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $107,169 |
CONRAD SIEGEL8 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $19,195 |
Filed as: ARISTOTLE INVESTMENT SERVICES, LLC Service code 28 P.O. BOX 2175 · MILWAUKEE, WI 532012175 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MGMT INVESTMENT ADVISERS, Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Service code 28 6256 GREENWICH DRIVE SUITE 550 · SAN DIEGO, CA 92122 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON INSTITUTIONAL, L Service code 28 · EIN 94-3167260 | Investment Management | $0 |
FUND DIRECT ADVISORS1 year Filed as: FS FUND ADVISOR, LLC Service code 28 201 ROUSE BOULEVARD · PHILADELPHIA, PA 19112 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD FUNDS MANAGEMENT COMPANY, Service code 28 801 PENNSYLVANIA AVE SUITE 219060 · KANSAS CITY, MO 64105 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,575 | $90,170-9.5% | $150,734-45.9% | $69,733+17.0% |
| Participation rate | 89.3% | 60.2%+29.1pp | 78.4%+10.9pp | 62.5%+26.9pp |
| Annual return | 13.12% | 16.56%-3.4pp | 600.81%-587.7pp | 15.22%-2.1pp |
| Employer contribution / active EE | $11,289 | $3,428+229.3% | $4,918+129.5% | $2,250+401.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $510 | $4,600-88.9% | $14,905-96.6% | $3,102-83.6% |