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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $19,610 |
AB FUNDS4 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $0 |
RIDGEWORTH4 years Service code 52 · EIN 95-6981193 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,449 | $99,957-43.5% | $149,730-62.3% | $73,493-23.2% |
| Participation rate | 86.4% | 75.7%+10.7pp | 82.5%+3.9pp | 70.7%+15.7pp |
| Annual return | 15.47% | 53.87%-38.4pp | 276.70%-261.2pp | 28.51%-13.0pp |
| Employer contribution / active EE | $887 | $3,191-72.2% | $4,645-80.9% | $2,270-60.9% |
| Participant deferral / active EE | $6,594 | $6,073+8.6% | $6,843-3.6% | $3,740+76.3% |
| Admin fee / account holder | $132 | $551-76.0% | $9,310-98.6% | $513-74.3% |