Filed October 15, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $26,372 |
BLACKROCK4 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 04-3400483 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS4 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-6407893 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,984 | $56,095-55.5% | $178,503-86.0% | $90,274-72.3% |
| Participation rate | 94.9% | 65.6%+29.3pp | 81.9%+12.9pp | 73.4%+21.5pp |
| Annual return | 23.48% | 28.81%-5.3pp | 151.12%-127.6pp | 53.97%-30.5pp |
| Employer contribution / active EE | $1,954 | $1,572+24.2% | $5,011-61.0% | $2,523-22.6% |
| Participant deferral / active EE | $4,459 | $2,669+67.1% | $5,202-14.3% | $4,231+5.4% |
| Admin fee / account holder | $17 | $101-83.5% | $13,987-99.9% | $114-85.5% |