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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,299 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $25 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
FRANKLIN TEMPLETON1 year Service code 60 | Sub-TA Fees | $0 |
INVESCO1 year Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,647 | $46,173-7.6% | $170,435-75.0% | $69,631-38.8% |
| Participation rate | 32.5% | 63.9%-31.4pp | 83.6%-51.1pp | 70.7%-38.2pp |
| Annual return | 23.45% | 21.62%+1.8pp | 205.94%-182.5pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $348 | $1,610-78.4% | $5,432-93.6% | $2,032-82.9% |
| Participant deferral / active EE | $1,103 | $2,080-47.0% | $4,939-77.7% | $3,224-65.8% |
| Admin fee / account holder | $78 | $116-33.0% | $13,881-99.4% | $110-29.6% |