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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY6 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON11+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO5 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
OAKMARK11+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS11+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC11+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
THORNBURG11+ years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $114,119-100.0% | $107,187-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | -87.27% | 273.21%-360.5pp | 204.55%-291.8pp | 145.39%-232.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |