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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $25,583 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674 | Advisory (Plan) | $10,466 |
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 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN2 years 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 | $27,585 | $39,898-30.9% | $121,220-77.2% | $55,725-50.5% |
| Participation rate | 51.2% | 61.2%-10.0pp | 71.8%-20.6pp | 70.9%-19.7pp |
| Annual return | -6.19% | -0.96%-5.2pp | 16.94%-23.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $535 | $1,295-58.7% | $4,023-86.7% | $2,078-74.2% |
| Participant deferral / active EE | $877 | $2,439-64.0% | $3,345-73.8% | $3,356-73.9% |
| Admin fee / account holder | $250 | $95+163.2% | $5,021-95.0% | $115+117.4% |