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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $53,127 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 3.13% | 20.91%-17.8pp | 793.01%-789.9pp | 627.08%-624.0pp |
| Employer contribution / active EE | $8,963 | $11,580-22.6% | $27,004-66.8% | $18,824-52.4% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |