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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $38,605 |
AB FUNDS1+ years Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
ALLSPRING1+ years Service code 52 · EIN 83-6834374 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-2884967 | Indirect Investment Fees | $0 |
BLACKROCK1+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT1+ years Service code 52 · EIN 04-6382595 | Indirect Investment Fees | $0 |
PIMCO FUNDS1+ years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-6407893 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,260 | $104,475-50.9% | $159,436-67.8% | $79,386-35.4% |
| Participation rate | 81.9% | 76.6%+5.3pp | 82.8%-0.9pp | 70.7%+11.2pp |
| Annual return | 0.00% | 67.95%-68.0pp | 263.57%-263.6pp | 116.85%-116.9pp |
| Employer contribution / active EE | $2,504 | $3,417-26.7% | $4,829-48.2% | $2,427+3.1% |
| Participant deferral / active EE | $5,391 | $6,467-16.6% | $7,352-26.7% | $4,046+33.3% |
| Admin fee / account holder | $375 | $711-47.3% | $10,799-96.5% | $626-40.2% |