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| Provider | Service type | Compensation |
|---|---|---|
DOMANI WEALTH LLC3 years Filed as: DOMANI WEALTH Service code 28 · EIN 47-2424156 | Investment Management | $16,790 |
BLACKROCK3 years Filed as: BLACKROCK FUND ADVISORS Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE COMPANY Service code 28 2005 MARKET ST. · PHILADELPHIA, PA 19103 | Investment Management | $0 |
DELAWARE INVESTMENTS4 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 Filed as: FIERA CAPITAL INC Service code 28 375 PARK AVENUE 8TH FLOOR · NEW YORK, NY 10152 | Investment Management | $0 |
HARDING LOEVNER LP3 years Service code 28 · EIN 27-0684167 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
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Participant 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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 8.77% | 12.80%-4.0pp | 29.77%-21.0pp | 13.59%-4.8pp |
| Employer contribution / active EE | $4,459 | $11,862-62.4% | $33,607-86.7% | $14,592-69.4% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |