| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $676,768 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-6799669 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | 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 | $30,444 | $139,268-78.1% | $177,839-82.9% | $106,273-71.4% |
| Participation rate | 65.5% | 91.6%-26.1pp | 87.7%-22.2pp | 70.8%-5.3pp |
| Annual return | 36.37% | 17.20%+19.2pp | 48.33%-12.0pp | 21.70%+14.7pp |
| Employer contribution / active EE | $1,014 | $4,832-79.0% | $5,919-82.9% | $2,722-62.8% |
| Participant deferral / active EE | $6,298 | $7,227-12.9% | $7,714-18.4% | $4,601+36.9% |
| Admin fee / account holder | $59 | $97-39.2% | $12,432-99.5% | $78-24.9% |