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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $41,655 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,500 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
PIONEER1 year Service code 52 · EIN 04-3453709 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS1 year Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,045 | $59,191+28.5% | $76,767-0.9% | $56,289+35.1% |
| Participation rate | 90.4% | 75.2%+15.2pp | 77.0%+13.5pp | 69.9%+20.6pp |
| Annual return | -2.69% | 6.62%-9.3pp | 2.43%-5.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $3,738 | $1,759+112.5% | $2,485+50.4% | $2,111+77.1% |
| Participant deferral / active EE | $5,362 | $3,255+64.7% | $3,852+39.2% | $3,350+60.1% |
| Admin fee / account holder | $442 | $489-9.6% | $6,675-93.4% | $521-15.1% |