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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,532 |
SAGEPOINT FINANCIAL INC3+ years Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674 | Advisory (Plan) | $16,424 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-2937779 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 41-1533211 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN1 year Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,435 | $45,324-26.2% | $122,354-72.7% | $69,631-52.0% |
| Participation rate | 51.0% | 59.9%-8.9pp | 71.6%-20.6pp | 70.7%-19.7pp |
| Annual return | 15.32% | 25.35%-10.0pp | 30.28%-15.0pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $888 | $1,230-27.8% | $4,051-78.1% | $2,032-56.3% |
| Participant deferral / active EE | $1,552 | $2,367-34.4% | $3,287-52.8% | $3,224-51.9% |
| Admin fee / account holder | $174 | $87+100.5% | $5,479-96.8% | $110+58.0% |