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 | $603,760 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS INC Service code 70 · EIN 43-1685158 | Consulting Fees | $87,000 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
EMERALD FUNDS4 years Service code 52 · EIN 23-2664857 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 51-0071687 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,631 | $81,725-39.3% | $81,988-39.5% | $93,223-46.8% |
| Participation rate | 40.7% | 71.9%-31.2pp | 69.3%-28.5pp | 74.9%-34.2pp |
| Annual return | 13.39% | 20.25%-6.9pp | 41.32%-27.9pp | 19.29%-5.9pp |
| Employer contribution / active EE | $482 | $2,446-80.3% | $2,499-80.7% | $2,680-82.0% |
| Participant deferral / active EE | $1,624 | $3,747-56.7% | $3,723-56.4% | $4,563-64.4% |
| Admin fee / account holder | $146 | $92+59.0% | $5,666-97.4% | $79+85.0% |