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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $71,972 |
PFS PARTNERS3+ years Filed as: PFS PARTNERS LLC Service code 27 · EIN 71-1051571 | Advisory (Plan) | $24,336 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALTA TRUST2 years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA3+ years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 22-2370029 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,060 | $35,123+25.4% | $93,406-52.8% | $73,409-40.0% |
| Participation rate | 78.0% | 68.3%+9.7pp | 66.8%+11.2pp | 72.2%+5.8pp |
| Annual return | 11.13% | 18.89%-7.8pp | 78.05%-66.9pp | 59.29%-48.2pp |
| Employer contribution / active EE | $1,422 | $1,247+14.0% | $2,075-31.5% | $2,234-36.3% |
| Participant deferral / active EE | $2,461 | $2,249+9.4% | $3,126-21.3% | $3,805-35.3% |
| Admin fee / account holder | $268 | $108+147.4% | $5,230-94.9% | $158+69.5% |