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| Provider | Service type | Compensation |
|---|---|---|
DOMANI WEALTH LLC4 years Filed as: DOMANI WEALTH Service code 28 · EIN 47-2424156 | Investment Management | $16,873 |
BLACKROCK4 years Filed as: BLACKROCK FUND ADVISORS Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
Filed as: METROPOLITAN WEST ASSET LLC Service code 28 · EIN 95-4597302 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 28 | Investment Management | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 28 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | 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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 6.25% | 9.93%-3.7pp | -2.84%+9.1pp | 9.29%-3.0pp |
| Employer contribution / active EE | $2,819 | $11,565-75.6% | $33,329-91.5% | $15,168-81.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |