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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $23,977 |
Filed as: SWBC INVESTMENT ADVISORY SERVICES L Service code 16 · EIN 75-1553739 | Consulting | $6,898 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | 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 |
Participant 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 | $17,920 | $59,191-69.7% | $76,767-76.7% | $56,289-68.2% |
| Participation rate | 99.6% | 75.2%+24.4pp | 77.0%+22.6pp | 69.9%+29.7pp |
| Annual return | -3.33% | 6.62%-9.9pp | 2.43%-5.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $689 | $1,759-60.8% | $2,485-72.3% | $2,111-67.4% |
| Participant deferral / active EE | $441 | $3,255-86.4% | $3,852-88.5% | $3,350-86.8% |
| Admin fee / account holder | $88 | $489-82.0% | $6,675-98.7% | $521-83.1% |