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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $33,884 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LORD ABBETT1 year Service code 52 · EIN 13-2958970 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,948 | $51,197-68.8% | $82,719-80.7% | $66,914-76.2% |
| Participation rate | 98.2% | 67.8%+30.4pp | 72.6%+25.7pp | 69.8%+28.4pp |
| Annual return | -14.08% | -9.64%-4.4pp | 701.18%-715.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $210 | $2,611-92.0% | $3,009-93.0% | $2,544-91.8% |
| Participant deferral / active EE | $946 | $3,458-72.6% | $4,395-78.5% | $4,237-77.7% |
| Admin fee / account holder | $185 | $416-55.4% | $5,329-96.5% | $593-68.7% |