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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,467 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Filed as: DEUTSCHE FUNDS Service code 52 · EIN 13-3241232 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 52-1200960 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3379729 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,469 | $50,637-2.3% | $86,582-42.9% | $62,293-20.6% |
| Participation rate | 58.3% | 67.9%-9.6pp | 73.5%-15.3pp | 69.5%-11.2pp |
| Annual return | 15.40% | 20.80%-5.4pp | 965.08%-949.7pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,131 | $2,611+19.9% | $3,609-13.2% | $3,169-1.2% |
| Admin fee / account holder | $338 | $413-18.2% | $4,904-93.1% | $479-29.5% |