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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $32,895 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS2 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FEDERATED2 years Service code 52 · EIN 25-1470423 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | 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 | $38,331 | $54,121-29.2% | $134,162-71.4% | $73,412-47.8% |
| Participation rate | 41.5% | 64.4%-22.8pp | 72.2%-30.6pp | 72.2%-30.6pp |
| Annual return | 19.90% | -312.52%+332.4pp | 36.35%-16.4pp | 59.30%-39.4pp |
| Employer contribution / active EE | $342 | $1,402-75.6% | $3,705-90.8% | $2,234-84.7% |
| Participant deferral / active EE | $1,335 | $2,844-53.1% | $3,500-61.9% | $3,806-64.9% |
| Admin fee / account holder | $137 | $132+3.6% | $6,685-97.9% | $158-13.2% |