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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 P.O. BOX 419786 · KANSAS CITY, MO 64141 | Investment Management | $0 |
Filed as: DEUTSCHE ASSET MANAGEMENT Service code 28 P.O. BOX 219151 · KANSAS CITY, MO 641219151 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTORS Service code 28 P.O. BOX 8600 · BOSTON, MA 02266 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH Service code 28 P.O. BOX 770001 · CINCINNATI, OH 45277 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN/TEMPLETON Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $0 |
INVESCO1 year Service code 28 P.O. BOX 4739 · HOUSTON, TX 77210 | Investment Management | $0 |
Filed as: JPMORGAN ASSET MANAGEMENT Service code 28 P.O. BOX 419784 · KANSAS CITY, MO 64141 | Investment Management | $0 |
PIMCO FUNDS1 year Filed as: PIMCO VARIABLE INSURANCE TRUST Service code 28 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $0 |
PIONEER1 year Filed as: PIONEER FUNDS DISTRIBUTORS, INC. Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $0 |
Service code 13 · EIN 91-0742147 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,058 | $48,364-37.9% | $71,796-58.1% | $62,881-52.2% |
| Participation rate | 61.1% | 60.6%+0.4pp | 69.1%-8.1pp | 69.3%-8.3pp |
| Annual return | 10.50% | 13.16%-2.7pp | 78.04%-67.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,567 | $1,042+146.4% | $1,924+33.4% | $2,281+12.6% |
| Participant deferral / active EE | $3,492 | $2,091+67.0% | $2,794+25.0% | $3,203+9.0% |
| Admin fee / account holder | $12 | $3,771-99.7% | $4,815-99.8% | $4,296-99.7% |