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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $31,184 |
SAGEPOINT FINANCIAL INC4+ years Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674 | Advisory (Plan) | $18,701 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 22-2937779 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN2 years Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,200 | $39,898-31.8% | $121,196-77.6% | $55,725-51.2% |
| Participation rate | 55.3% | 61.2%-6.0pp | 71.7%-16.5pp | 70.9%-15.6pp |
| Annual return | -6.43% | -0.96%-5.5pp | 16.93%-23.4pp | 244.93%-251.4pp |
| Employer contribution / active EE | $874 | $1,295-32.5% | $4,022-78.3% | $2,078-57.9% |
| Participant deferral / active EE | $1,440 | $2,439-41.0% | $3,344-57.0% | $3,356-57.1% |
| Admin fee / account holder | $164 | $95+72.6% | $5,019-96.7% | $115+42.5% |