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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $199,619 |
ARTISAN PARTNERS4 years Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
HARBOR4 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS4 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | 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 | $82,186-100.0% | $490,804-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.6%-3.6pp |
| Annual return | 22.95% | 30.31%-7.4pp | 14.84%+8.1pp | 11.84%+11.1pp |
| Employer contribution / active EE | $41,734 | $21,473+94.4% | $37,950+10.0% | $17,339+140.7% |
| Participant deferral / active EE | $0 | $1,883-100.0% | $127-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1-100.0% | $409-100.0% |