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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $78,873 |
Service code 27 · EIN 46-1028567 | Advisory (Plan) | $54,000 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DAVIS2 years Service code 52 · EIN 36-2926440 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
THE HARTFORD2 years Filed as: HARTFORD HLS Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $236,190 | $73,102+223.1% | $123,553+91.2% | $56,289+319.6% |
| Participation rate | 88.4% | 74.3%+14.1pp | 82.3%+6.1pp | 69.9%+18.6pp |
| Annual return | -3.49% | 3.01%-6.5pp | 119.21%-122.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $3,339 | $2,977+12.2% | $4,628-27.8% | $2,111+58.2% |
| Participant deferral / active EE | $8,951 | $5,423+65.1% | $6,426+39.3% | $3,350+167.2% |
| Admin fee / account holder | $302 | $554-45.5% | $9,284-96.7% | $521-42.1% |