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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,722 |
REGIONS BANK1 year Service code 22 · EIN 63-0589368 | Insurance Broker | $10,999 |
AB FUNDS1 year Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-3073289 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
PIONEER1 year Service code 52 · EIN 13-5657669 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $30,720 | $57,976-47.0% | $63,018-51.3% | $62,293-50.7% |
| Participation rate | 88.5% | 75.9%+12.5pp | 74.8%+13.7pp | 69.5%+18.9pp |
| Annual return | 17.44% | 17.54%-0.1pp | 87.62%-70.2pp | 28.90%-11.5pp |
| Employer contribution / active EE | $406 | $2,415-83.2% | $2,761-85.3% | $2,042-80.1% |
| Participant deferral / active EE | $1,143 | $2,956-61.3% | $3,330-65.7% | $3,169-63.9% |
| Admin fee / account holder | $222 | $276-19.6% | $3,601-93.8% | $479-53.7% |