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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN LP Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
BLACKROCK1+ years Service code 28 55 EAST 52ND STREET · NEW YORK, NY 10055 | Investment Management | $0 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 PO BOX 06050 · CHICAGO, IL 60606 | Investment Management | $0 |
INVESCO1+ years Filed as: INVESCO INVESTMENT SERVICES, INC. Service code 28 PO BOX 219078 · KANSAS CITY, MO 64121 | Investment Management | $0 |
LEGG MASON1+ years Service code 28 PO BOX 9699 · PROVIDENCE, RI 02940 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS Service code 28 PO BOX 219341 · KANSAS CITY, MO 64121 | Investment Management | $0 |
Filed as: PRUDENTIAL MUTUAL FUND SERVCIES LLC Service code 28 PO BOX 9658 · PROVIDENCE, RI 02940 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Service code 15 | Recordkeeping | $0 |
TIAA1+ years Filed as: TIAA FINANCIAL SERVICES Service code 28 211 N BROADWAY · SAINT LOUIS, MO 63102 | Investment Management | $0 |
VANECK1+ years Service code 28 666 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,089 | $52,961-73.4% | $172,752-91.8% | $65,185-78.4% |
| Participation rate | 39.0% | 66.2%-27.2pp | 82.6%-43.7pp | 70.2%-31.2pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.97%-803.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,196 | $2,190-45.4% | $5,144-76.8% | $2,177-45.1% |
| Participant deferral / active EE | $2,690 | $2,471+8.8% | $5,198-48.3% | $3,514-23.5% |
| Admin fee / account holder | $29 | $472-93.8% | $13,955-99.8% | $847-96.5% |