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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL1 year Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $1,832 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,795 |
COLUMBIA1 year Filed as: COLUMBIA MANGMT INVESTMENT ADVISORS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MGMT INVESTMENT ADVISERS L Service code 28 | Investment Management | $0 |
GLENMEDE1 year Filed as: GLENMEDE INVESTMENT , LP Service code 28 · EIN 04-0025081 | Investment Management | $0 |
Filed as: GLENMEDE INVESTMENT MANAGEMENT LP Service code 28 | Investment Management | $0 |
HARBOR1 year Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS CAPITAL LLC Service code 28 · EIN 43-1804048 | Investment Management | $0 |
Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 | Investment Management | $0 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT COMPANY LLC Service code 28 · EIN 95-2632339 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,397 | $58,879+625.9% | $178,490+139.5% | $73,488+481.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 22.42% | 24.86%-2.4pp | 151.07%-128.7pp | 28.51%-6.1pp |
| Employer contribution / active EE | $19,341 | $2,236+764.9% | $5,011+286.0% | $2,270+752.0% |
| Participant deferral / active EE | $11,652 | $2,567+353.8% | $5,202+124.0% | $3,740+211.6% |
| Admin fee / account holder | -$119 | $400-129.6% | $13,984-100.8% | $513-123.1% |