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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $16,136 |
Filed as: OHIO NATIONAL INS AGENCY INC Service code 53 · EIN 32-0071428 | Insurance Commissions | $4,420 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-1073463 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,845 | $60,139-47.0% | $90,461-64.8% | $79,856-60.1% |
| Participation rate | 85.3% | 65.0%+20.3pp | 72.7%+12.6pp | 69.6%+15.7pp |
| Annual return | 6.25% | 71.96%-65.7pp | 1294.76%-1288.5pp | 31.71%-25.5pp |
| Employer contribution / active EE | $749 | $2,069-63.8% | $3,264-77.0% | $2,471-69.7% |
| Participant deferral / active EE | $664 | $2,939-77.4% | $3,964-83.2% | $3,741-82.2% |
| Admin fee / account holder | $185 | $3,978-95.3% | $5,617-96.7% | $5,306-96.5% |