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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $69,414 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-6382595 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,063 | $43,466+6.0% | $90,951-49.4% | $90,288-49.0% |
| Participation rate | 57.4% | 62.5%-5.1pp | 69.0%-11.6pp | 73.4%-16.0pp |
| Annual return | 10.78% | 25.26%-14.5pp | 134.60%-123.8pp | 53.97%-43.2pp |
| Employer contribution / active EE | $1,004 | $840+19.5% | $2,122-52.7% | $2,524-60.2% |
| Participant deferral / active EE | $1,753 | $2,138-18.0% | $3,373-48.0% | $4,232-58.6% |
| Admin fee / account holder | $37 | $92-59.9% | $5,959-99.4% | $114-67.7% |