Filed October 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $47,961 |
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,000 |
AMERICAN FUNDS1 year Service code 52 · EIN 26-2949731 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 56-2496730 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,480 | $123,286-58.2% | $75,501-31.8% | $77,958-34.0% |
| Participation rate | 66.4% | 78.8%-12.4pp | 72.4%-6.0pp | 71.6%-5.3pp |
| Annual return | 13.54% | 20.45%-6.9pp | 27.35%-13.8pp | 20.87%-7.3pp |
| Employer contribution / active EE | $1,371 | $2,035-32.6% | $2,352-41.7% | $2,310-40.7% |
| Participant deferral / active EE | $2,787 | $3,095-10.0% | $3,142-11.3% | $3,537-21.2% |
| Admin fee / account holder | $46 | $144-68.1% | $5,801-99.2% | $97-52.7% |