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 | $52,555 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NUVEEN2 years Service code 52 · EIN 41-1418224 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE HARTFORD2 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
TIAA2 years Filed as: TIAA-CREF Service code 52 · EIN 13-4055167 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,887 | $62,928-85.9% | $172,752-94.9% | $67,579-86.8% |
| Participation rate | 79.0% | 64.5%+14.5pp | 82.6%-3.7pp | 71.3%+7.7pp |
| Annual return | 20.48% | 30.36%-9.9pp | 802.97%-782.5pp | 378.56%-358.1pp |
| Employer contribution / active EE | $396 | $1,636-75.8% | $5,144-92.3% | $2,148-81.6% |
| Participant deferral / active EE | $983 | $2,145-54.2% | $5,198-81.1% | $3,539-72.2% |
| Admin fee / account holder | $99 | $167-40.6% | $13,955-99.3% | $142-30.4% |