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| Provider | Service type | Compensation |
|---|---|---|
THE SIMKISS AGENCY INC3+ years Service code 53 · EIN 23-1652791 | Insurance Commissions | $67,471 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,946 |
ALGER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 94-3226139 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,184 | $59,535+76.7% | $90,161+16.7% | $62,293+68.9% |
| Participation rate | 92.7% | 73.0%+19.7pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | 14.70% | 23.53%-8.8pp | 34.89%-20.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,546 | $1,826-15.3% | $3,318-53.4% | $2,042-24.3% |
| Participant deferral / active EE | $5,766 | $4,639+24.3% | $5,287+9.1% | $3,169+82.0% |
| Admin fee / account holder | $32 | $337-90.5% | $5,943-99.5% | $479-93.3% |