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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $24,520 |
SAGEPOINT FINANCIAL INC3 years Filed as: FSC SECURITIES CORPORATION Service code 27 · EIN 58-1288674 | Advisory (Plan) | $10,550 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 22-2937779 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,530 | $53,901-26.7% | $134,162-70.5% | $73,493-46.2% |
| Participation rate | 60.5% | 62.8%-2.4pp | 72.2%-11.7pp | 70.7%-10.2pp |
| Annual return | 13.67% | 15.82%-2.1pp | 36.35%-22.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $672 | $1,458-53.9% | $3,705-81.8% | $2,270-70.4% |
| Participant deferral / active EE | $1,095 | $2,739-60.0% | $3,500-68.7% | $3,740-70.7% |
| Admin fee / account holder | $287 | $581-50.5% | $6,685-95.7% | $513-44.0% |