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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $680 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS1 year Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,621 | $73,638+21.7% | $95,964-6.6% | $73,497+21.9% |
| Participation rate | 76.4% | 76.2%+0.3pp | 77.1%-0.7pp | 70.7%+5.7pp |
| Annual return | 20.48% | 16.78%+3.7pp | 91.64%-71.2pp | 28.51%-8.0pp |
| Employer contribution / active EE | $3,204 | $1,863+72.0% | $2,541+26.1% | $2,270+41.2% |
| Participant deferral / active EE | $2,614 | $3,617-27.7% | $4,167-37.3% | $3,740-30.1% |
| Admin fee / account holder | $35 | $482-92.7% | $6,797-99.5% | $513-93.1% |