Filed January 8, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $380,169 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS INC Service code 70 · EIN 43-1685158 | Consulting Fees | $92,970 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $11,151 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
EMERALD FUNDS1 year Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
PIONEER1 year Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | 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.
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 | $39,892 | $62,111-35.8% | $71,671-44.3% | $177,276-77.5% |
| Participation rate | 40.9% | 69.4%-28.5pp | 68.7%-27.8pp | 74.8%-33.9pp |
| Annual return | 15.71% | 17.83%-2.1pp | 20.65%-4.9pp | 21.25%-5.5pp |
| Employer contribution / active EE | $254 | $2,059-87.7% | $2,460-89.7% | $2,479-89.8% |
| Participant deferral / active EE | $1,194 | $2,943-59.4% | $3,438-65.3% | $3,881-69.2% |
| Admin fee / account holder | $87 | $66+31.4% | $5,558-98.4% | $154-43.3% |