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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $4,892 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC2 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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 | $69,914 | $59,191+18.1% | $76,767-8.9% | $56,289+24.2% |
| Participation rate | 98.3% | 75.2%+23.1pp | 77.0%+21.3pp | 69.9%+28.4pp |
| Annual return | -3.81% | 6.62%-10.4pp | 2.43%-6.2pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,082 | $1,759-38.5% | $2,485-56.5% | $2,111-48.8% |
| Participant deferral / active EE | $4,603 | $3,255+41.4% | $3,852+19.5% | $3,350+37.4% |
| Admin fee / account holder | $27 | $489-94.5% | $6,675-99.6% | $521-94.8% |