Filed November 26, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $14,825 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC2 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN2 years Service code 52 · EIN 13-6068441 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 84-1308320 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,948 | $47,977-62.6% | $154,108-88.4% | $56,289-68.1% |
| Participation rate | 68.1% | 66.2%+1.9pp | 83.0%-14.9pp | 69.9%-1.7pp |
| Annual return | -6.45% | 3.54%-10.0pp | 735.21%-741.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,205 | $2,169-44.5% | $5,298-77.3% | $2,111-42.9% |
| Participant deferral / active EE | $1,313 | $2,392-45.1% | $5,081-74.2% | $3,350-60.8% |
| Admin fee / account holder | $78 | $438-82.3% | $13,411-99.4% | $521-85.1% |