Filed October 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $39,611 |
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $21,714 |
AMERICAN FUNDS2 years Service code 52 · EIN 26-2949731 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,763 | $77,559-34.6% | $68,612-26.0% | $75,289-32.6% |
| Participation rate | 63.2% | 78.3%-15.1pp | 72.2%-9.0pp | 72.4%-9.2pp |
| Annual return | -2.95% | -1.01%-1.9pp | -4.63%+1.7pp | -0.04%-2.9pp |
| Employer contribution / active EE | $1,272 | $1,993-36.2% | $2,625-51.6% | $2,405-47.1% |
| Participant deferral / active EE | $2,706 | $3,128-13.5% | $3,311-18.3% | $3,739-27.6% |
| Admin fee / account holder | $62 | $90-32.0% | $5,131-98.8% | $102-39.9% |