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| Provider | Service type | Compensation |
|---|---|---|
THE GLENMEDE TRUST COMPANY, N.A.1 year Service code 27 · EIN 32-0274136 | Advisory (Plan) | $48,320 |
Service code 27 · EIN 52-1045317 | Advisory (Plan) | $24,101 |
LETORT MANAGEMENT & TRUST CO.5+ years Service code 15 · EIN 25-1900215 | Recordkeeping | $20,555 |
Filed as: THE RETIREMENT ADVANTAGE Service code 15 PO BOX 825 · ELM GROVE, WI 531220825 | Recordkeeping | $6,967 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON ADVISORS INC Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
Filed as: AQR CAPITAL LLC Service code 28 TWO GREEWICH PLAZA,3RD FLOOR · GREENWICH, CT 06830 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,580 | $63,114+24.5% | $92,893-15.4% | $65,185+20.5% |
| Participation rate | 91.5% | 68.8%+22.7pp | 76.0%+15.5pp | 70.2%+21.3pp |
| Annual return | 16.86% | 28.75%-11.9pp | 109.41%-92.6pp | 29.38%-12.5pp |
| Employer contribution / active EE | $4,340 | $2,571+68.8% | $3,653+18.8% | $2,177+99.4% |
| Participant deferral / active EE | $2,058 | $3,108-33.8% | $4,236-51.4% | $3,514-41.4% |
| Admin fee / account holder | $355 | $624-43.1% | $5,794-93.9% | $847-58.1% |