| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $126,788 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,493 | $104,281-82.3% | $140,019-86.8% | $68,904-73.2% |
| Participation rate | 57.3% | 89.1%-31.8pp | 87.5%-30.2pp | 74.1%-16.9pp |
| Annual return | 17.46% | -1.33%+18.8pp | 651.19%-633.7pp | 1.07%+16.4pp |
| Employer contribution / active EE | $455 | $4,070-88.8% | $5,605-91.9% | $2,540-82.1% |
| Participant deferral / active EE | $4,482 | $6,129-26.9% | $6,927-35.3% | $4,015+11.6% |
| Admin fee / account holder | $23 | $79-71.1% | $10,705-99.8% | $71-68.1% |