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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $86,851 |
Service code 27 · EIN 46-1028567 | Advisory (Plan) | $54,000 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: BNY MELLON Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
DAVIS3 years Service code 52 · EIN 36-2926440 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
THE HARTFORD3 years Filed as: HARTFORD HLS Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,674 | $89,652+198.6% | $141,191+89.6% | $65,185+310.6% |
| Participation rate | 89.7% | 74.7%+14.9pp | 82.5%+7.2pp | 70.2%+19.5pp |
| Annual return | 21.73% | 32.79%-11.1pp | 71.41%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $3,625 | $3,065+18.3% | $4,736-23.5% | $2,177+66.5% |
| Participant deferral / active EE | $9,367 | $5,691+64.6% | $6,710+39.6% | $3,514+166.6% |
| Admin fee / account holder | $325 | $569-42.8% | $10,264-96.8% | $847-61.6% |