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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 04-1590850 | Soft dollars commissions; Recordkeepi... | $40,357 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $21,132 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $845 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
COHEN & STEERS1 year Service code 52 · EIN 01-3335336 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 84-0512589 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
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 | $35,351 | $43,999-19.7% | $79,466-55.5% | $55,725-36.6% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.3%+15.6pp | 70.9%+18.1pp |
| Annual return | 9.32% | 1.81%+7.5pp | 718.28%-709.0pp | 244.93%-235.6pp |
| Employer contribution / active EE | $1,334 | $1,830-27.1% | $2,800-52.4% | $2,078-35.8% |
| Participant deferral / active EE | $2,428 | $2,538-4.4% | $3,704-34.5% | $3,356-27.7% |
| Admin fee / account holder | $132 | $118+12.0% | $5,104-97.4% | $115+14.3% |