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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,014 |
AMERICAN CENTURY1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-2745039 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
PIONEER1 year Service code 52 · EIN 36-4356313 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $70,285 | $67,602+4.0% | $82,312-14.6% | $70,126+0.2% |
| Participation rate | 70.7% | 72.8%-2.1pp | 76.9%-6.2pp | 69.5%+1.1pp |
| Annual return | 11.70% | 21.57%-9.9pp | 25.88%-14.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $2,010 | $1,755+14.5% | $2,428-17.2% | $2,343-14.2% |
| Participant deferral / active EE | $3,520 | $2,987+17.8% | $3,706-5.0% | $3,332+5.7% |
| Admin fee / account holder | $139 | $4,512-96.9% | $5,608-97.5% | $4,645-97.0% |