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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMUNDI ASSET MANAGEMENT US, INC. Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $0 |
BLACKROCK4 years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
EATON VANCE3 years Filed as: EATON VANCE GLOBAL INCOME BUILDER A Service code 28 | Investment Management | $0 |
EATON VANCE3 years Filed as: EATON VANCE MANAGEMENT Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $0 |
FEDERATED4 years Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
INVESCO3 years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 76-0528004 | Investment Management | $0 |
INVESCO3 years Filed as: INVESCO CORE BOND R6 Service code 28 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,816 | $84,499-11.5% | $125,391-40.3% | $66,949+11.8% |
| Participation rate | 93.0% | 76.4%+16.6pp | 82.4%+10.6pp | 69.8%+23.2pp |
| Annual return | -17.32% | -8.49%-8.8pp | 572.41%-589.7pp | 1.57%-18.9pp |
| Employer contribution / active EE | $554 | $3,554-84.4% | $4,816-88.5% | $2,545-78.2% |
| Participant deferral / active EE | $9,925 | $6,785+46.3% | $7,448+33.3% | $4,239+134.1% |
| Admin fee / account holder | $312 | $685-54.4% | $10,009-96.9% | $594-47.4% |