Filed January 29, 2018 (most recent of 3 filings on file)
Total covered: 36 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $4,606 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Filed as: JANUS Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THORNBURG4 years Service code 52 · EIN 06-1158764 | Indirect Investment Fees | $0 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 52 · EIN 39-1657495 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,314 | $54,121+63.2% | $134,155-34.2% | $73,412+20.3% |
| Participation rate | 29.5% | 64.4%-34.8pp | 72.2%-42.6pp | 72.2%-42.6pp |
| Annual return | 18.03% | -312.52%+330.5pp | 36.34%-18.3pp | 59.30%-41.3pp |
| Employer contribution / active EE | $558 | $1,402-60.2% | $3,705-84.9% | $2,234-75.0% |
| Participant deferral / active EE | $955 | $2,844-66.4% | $3,500-72.7% | $3,806-74.9% |
| Admin fee / account holder | $37 | $132-71.9% | $6,685-99.4% | $158-76.5% |