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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $120,095 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-2466841 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
PIONEER2 years Service code 52 · EIN 04-3453709 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,008 | $31,252+133.6% | $75,826-3.7% | $55,725+31.0% |
| Participation rate | 98.2% | 71.3%+26.8pp | 68.2%+30.0pp | 70.9%+27.3pp |
| Annual return | -6.75% | 2.84%-9.6pp | 1914.15%-1920.9pp | 244.93%-251.7pp |
| Employer contribution / active EE | $14,286 | $1,260+1034.1% | $1,913+646.7% | $2,078+587.4% |
| Participant deferral / active EE | $11,000 | $2,258+387.2% | $2,862+284.3% | $3,356+227.8% |
| Admin fee / account holder | $299 | $91+226.9% | $4,726-93.7% | $115+159.6% |