Filed May 9, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $42,601 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NUVEEN1 year Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE HARTFORD1 year Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 52 · EIN 13-4055167 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,245 | $37,196-83.2% | $154,111-95.9% | $55,725-88.8% |
| Participation rate | 78.7% | 64.1%+14.6pp | 83.0%-4.4pp | 70.9%+7.8pp |
| Annual return | -3.36% | 1319.68%-1323.0pp | 735.18%-738.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $226 | $1,614-86.0% | $5,298-95.7% | $2,078-89.1% |
| Participant deferral / active EE | $727 | $2,068-64.8% | $5,081-85.7% | $3,356-78.3% |
| Admin fee / account holder | $77 | $102-24.2% | $13,411-99.4% | $115-33.2% |