| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $424,413 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | 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 | $24,392 | $121,259-79.9% | $162,185-85.0% | $89,609-72.8% |
| Participation rate | 66.4% | 90.0%-23.6pp | 87.6%-21.1pp | 69.6%-3.2pp |
| Annual return | 57.84% | 22.23%+35.6pp | 115.61%-57.8pp | 33.65%+24.2pp |
| Employer contribution / active EE | $849 | $4,435-80.9% | $5,613-84.9% | $2,584-67.2% |
| Participant deferral / active EE | $5,770 | $6,620-12.8% | $7,297-20.9% | $4,222+36.7% |
| Admin fee / account holder | $49 | $101-51.2% | $10,844-99.5% | $72-31.3% |