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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $58,075 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $14,787 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year 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 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,609 | $72,012+68.9% | $185,823-34.6% | $79,858+52.3% |
| Participation rate | 97.9% | 65.8%+32.2pp | 78.0%+19.9pp | 69.6%+28.3pp |
| Annual return | 9.01% | 23.12%-14.1pp | 35.95%-26.9pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,291 | $1,965-34.3% | $4,087-68.4% | $2,471-47.7% |
| Participant deferral / active EE | $5,720 | $3,779+51.4% | $5,632+1.6% | $3,740+52.9% |
| Admin fee / account holder | $476 | $4,513-89.5% | $9,500-95.0% | $5,306-91.0% |