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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Service code 28 STATE STREET FINANCIAL CENTER · BOSTON, MA 021112900 | Investment Management | $709,347 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 84-6391546 | Investment Management | $34,159 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN FUNDS SERVICES Service code 27 P.O. BOX 8528 · BOSTON, MA 022668528 | Advisory (Plan) | $29,605 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $29,472 |
THE BANK OF NEW YORK MELLON2+ years Service code 28 · EIN 25-6078093 | Investment Management | $11,756 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES INC Service code 27 · EIN 52-1309931 | Advisory (Plan) | $4,326 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO - GALLIARD CAPITAL MGMT Service code 28 · EIN 41-1813702 | Investment Management | $3,922 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $58 |
Filed as: DIMENSIONAL FUNDS ADVISORS LP Service code 27 · EIN 30-0447847 | Advisory (Plan) | $18 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 15 · EIN 36-2235791 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,328 | $93,756-34.6% | $133,975-54.2% | $329,111-81.4% |
| Participation rate | 61.2% | 89.7%-28.5pp | 87.1%-25.8pp | 67.9%-6.6pp |
| Annual return | 9.99% | 20.33%-10.3pp | 29.29%-19.3pp | 16.35%-6.4pp |
| Employer contribution / active EE | $2,452 | $3,619-32.2% | $5,211-52.9% | $2,303+6.5% |
| Participant deferral / active EE | $2,720 | $5,685-52.1% | $6,282-56.7% | $3,682-26.1% |
| Admin fee / account holder | $40 | $90-54.9% | $9,324-99.6% | $754-94.6% |