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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $116,540 |
SIGMA FINANCIAL CORPORATION2 years Service code 53 · EIN 38-2472555 | Insurance Commissions | $41,661 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $129 |
AB FUNDS1 year Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,836 | $69,305-31.0% | $82,312-41.9% | $69,631-31.3% |
| Participation rate | 77.9% | 80.3%-2.3pp | 76.9%+1.0pp | 70.7%+7.2pp |
| Annual return | 13.76% | 21.47%-7.7pp | 25.88%-12.1pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $557 | $1,887-70.4% | $2,428-77.0% | $2,032-72.6% |
| Participant deferral / active EE | $4,256 | $3,568+19.3% | $3,706+14.8% | $3,224+32.0% |
| Admin fee / account holder | $199 | $97+105.0% | $5,608-96.4% | $110+80.4% |