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| Provider | Service type | Compensation |
|---|---|---|
DOMANI WEALTH LLC2 years Filed as: DOMANI WEALTH Service code 28 · EIN 47-2424156 | Investment Management | $16,865 |
BLACKROCK4+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE COMPANY Service code 28 2005 MARKET ST. · PHILADELPHIA, PA 19103 | Investment Management | $0 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
FIERA CAPITAL1 year Service code 28 375 PARK AVE · NEW YORK, NY 10152 | Investment Management | $0 |
HARDING LOEVNER LP2 years Service code 28 · EIN 27-0684167 | Investment Management | $0 |
Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -5.60% | -2.83%-2.8pp | 12.68%-18.3pp | 10.56%-16.2pp |
| Employer contribution / active EE | $2,199 | $11,770-81.3% | $22,860-90.4% | $13,643-83.9% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |