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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $86,899 |
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $27,197 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 27 · EIN 52-1396995 | Advisory (Plan) | $27,197 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $75 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 13-2974999 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 51-0106626 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $200,057 | $73,102+173.7% | $123,553+61.9% | $56,289+255.4% |
| Participation rate | 92.7% | 74.3%+18.3pp | 82.3%+10.4pp | 69.9%+22.8pp |
| Annual return | -1.85% | 3.01%-4.9pp | 119.21%-121.1pp | -9.96%+8.1pp |
| Employer contribution / active EE | $3,928 | $2,977+32.0% | $4,628-15.1% | $2,111+86.1% |
| Participant deferral / active EE | $5,457 | $5,423+0.6% | $6,426-15.1% | $3,350+62.9% |
| Admin fee / account holder | $634 | $554+14.5% | $9,284-93.2% | $521+21.7% |