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| Provider | Service type | Compensation |
|---|---|---|
DOMANI WEALTH LLC1+ years Filed as: PARENTEBEARD WEALTH MANAGEMENT Service code 27 · EIN 47-2424156 | Advisory (Plan) | $13,762 |
BLACKROCK1+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA MANGMT INVESTMENT ADVISERS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN ADVISERS, INC. Service code 28 · EIN 94-3167260 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
JANUS HENDERSON1+ years Filed as: HENDERSON GLOBAL INVESTORS (NA) INC Service code 28 1735 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $0 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 43-1804048 | Investment Management | $0 |
LORD ABBETT1+ years Filed as: LORD, ABBETT & CO LLC Service code 28 P.O. BOX 219336 · KANSAS CITY, MO 64121 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY1+ years Filed as: OFI GLOBAL ASSET MANAGEMENT, INC. Service code 28 12100 EAST ILIFF AVENUE · AURORA, CO 802175270 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | 0.52% | -1.73%+2.3pp | -3.43%+3.9pp | -7.14%+7.7pp |
| Employer contribution / active EE | $2,652 | $18,310-85.5% | $25,607-89.6% | $14,613-81.9% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |