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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $169,522 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $62,395 |
COLUMBIA3 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PIONEER3 years Service code 52 · EIN 03-0460956 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,489 | $69,231-17.0% | $91,994-37.5% | $67,582-14.9% |
| Participation rate | 97.1% | 78.9%+18.2pp | 78.6%+18.5pp | 71.3%+25.8pp |
| Annual return | 27.98% | 32.03%-4.0pp | 69.04%-41.1pp | 378.57%-350.6pp |
| Employer contribution / active EE | $3,463 | $2,284+51.6% | $3,453+0.3% | $2,148+61.2% |
| Participant deferral / active EE | $10,389 | $5,854+77.5% | $5,924+75.4% | $3,539+193.5% |
| Admin fee / account holder | $374 | $107+248.3% | $7,744-95.2% | $142+162.9% |