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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $84,552 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 04-3400483 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 13-2974999 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,353 | $66,051-61.6% | $92,909-72.7% | $77,775-67.4% |
| Participation rate | 43.4% | 81.0%-37.6pp | 76.0%-32.6pp | 73.2%-29.8pp |
| Annual return | 29.38% | 20.69%+8.7pp | 109.44%-80.1pp | 32.58%-3.2pp |
| Employer contribution / active EE | $1,623 | $3,426-52.6% | $3,653-55.6% | $2,504-35.2% |
| Participant deferral / active EE | $2,898 | $3,013-3.8% | $4,238-31.6% | $3,966-26.9% |
| Admin fee / account holder | $101 | $148-31.5% | $5,795-98.3% | $100+1.2% |