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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 99 · EIN 41-0973005 | Other Fees | $7,079 |
SBHU LIFE AGENCY INC3+ years Filed as: SBHU LIFE AGENCY, INC. Service code 99 | Other Fees | $4,430 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE AGG GR A Service code 63 | 12b-1 Fees | $3,333 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS GR FD OF AMER R3 Service code 63 | 12b-1 Fees | $2,749 |
OPPENHEIMER1 year Filed as: OPPENHEIMER MAIN STREET ALL CP A Service code 63 | 12b-1 Fees | $2,308 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE SM CAP VAL A Service code 63 | 12b-1 Fees | $1,608 |
BLACKROCK1 year Filed as: BLACKROCK LIFEPATH DYN 2020 Service code 63 | 12b-1 Fees | $1,245 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $152 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 99 · EIN 26-4310844 | Other Fees | $0 |
SBHU LIFE AGENCY INC3+ years Filed as: SBHU LIFE AGENCY, INC Service code 99 · EIN 13-2896238 | Other 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,607 | $100,041-68.4% | $149,718-78.9% | $70,131-54.9% |
| Participation rate | 94.9% | 83.6%+11.3pp | 87.1%+7.8pp | 69.5%+25.3pp |
| Annual return | 12.68% | 27.43%-14.7pp | 1501.70%-1489.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,147 | $3,662-68.7% | $5,444-78.9% | $2,342-51.0% |
| Participant deferral / active EE | $2,205 | $4,983-55.7% | $6,568-66.4% | $3,332-33.8% |
| Admin fee / account holder | $12 | $8,286-99.9% | $11,283-99.9% | $4,645-99.7% |