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| Provider | Service type | Compensation |
|---|---|---|
DOMANI WEALTH LLC1 year Filed as: DOMANI WEALTH Service code 28 · EIN 47-2424156 | Investment Management | $15,412 |
BLACKROCK3+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 2005 MARKET ST. · PHILADELPHIA, PA 19103 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC. Service code 28 10050 INNOVATION DRIVE · DAYTON, OH 45342 | Investment Management | $0 |
HARDING LOEVNER LP1 year Service code 28 · EIN 27-0684167 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD FUNDS MGMT CO, LLC Service code 28 PO BOX 55022 · BOSTON, MA 022055022 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LORD ABBETT3+ years Filed as: LORD, ABBETT & CO LLC Service code 28 P.O. BOX 219336 · KANSAS CITY, MO 64121 | Investment Management | $0 |
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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.
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 11.35% | 11.14%+0.2pp | 16.78%-5.4pp | 10.41%+0.9pp |
| Employer contribution / active EE | $2,486 | $14,043-82.3% | $26,328-90.6% | $14,691-83.1% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |