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| Provider | Service type | Compensation |
|---|---|---|
HAPANOWICZ & ASSOCIATES5 years Service code 27 · EIN 25-1839938 | Advisory (Plan) | $35,592 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE HARTFORD1 year Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 51-0082711 | Indirect Investment Fees | $0 |
WILMINGTON TRUST1 year Service code 52 · EIN 81-4543855 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,069 | $105,190-35.3% | $98,907-31.2% | $90,288-24.6% |
| Participation rate | 43.3% | 86.4%-43.0pp | 76.0%-32.7pp | 73.4%-30.0pp |
| Annual return | 22.71% | 18.52%+4.2pp | 196.43%-173.7pp | 53.97%-31.3pp |
| Employer contribution / active EE | $251 | $3,831-93.4% | $2,689-90.7% | $2,524-90.1% |
| Participant deferral / active EE | $825 | $5,616-85.3% | $4,244-80.6% | $4,232-80.5% |
| Admin fee / account holder | $134 | $97+38.1% | $6,642-98.0% | $114+17.8% |