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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $149,665 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | 6.07% | -1.43%+7.5pp | -0.70%+6.8pp | -0.69%+6.8pp |
| Employer contribution / active EE | $19,917 | $25,105-20.7% | $28,903-31.1% | $16,786+18.6% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |