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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $67,543 |
HILLTOP SECURITIES INC.1 year Filed as: HILLTOP SECURITIES, INC. Service code 27 · EIN 75-1382137 | Advisory (Plan) | $23,645 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 41-1533211 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
FIRST EAGLE1 year Service code 52 · EIN 13-3392291 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,911 | $155,795-23.7% | $136,294-12.8% | $69,631+70.8% |
| Participation rate | 98.3% | 75.2%+23.0pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 17.08% | 232464.33%-232447.3pp | 5155.94%-5138.9pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $2,018 | $2,991-32.5% | $4,695-57.0% | $2,032-0.7% |
| Participant deferral / active EE | $7,300 | $5,394+35.3% | $6,247+16.9% | $3,224+126.5% |
| Admin fee / account holder | $561 | $128+337.1% | $9,243-93.9% | $110+407.6% |