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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $13,160 |
NOVA 401(K) ASSOCIATES2 years Filed as: NOVA 401K ASSOCIATES Service code 13 · EIN 20-1181458 | Contract Administrator | $5,534 |
BLACKROCK2 years Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 84-0512589 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1470423 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
PIONEER2 years Service code 52 · EIN 04-3453709 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $77,530 | $73,638+5.3% | $95,956-19.2% | $73,493+5.5% |
| Participation rate | 84.2% | 76.2%+8.1pp | 77.1%+7.1pp | 70.7%+13.5pp |
| Annual return | 12.64% | 16.78%-4.1pp | 91.63%-79.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,868 | $1,863+54.0% | $2,541+12.9% | $2,270+26.4% |
| Participant deferral / active EE | $5,003 | $3,617+38.3% | $4,167+20.1% | $3,740+33.8% |
| Admin fee / account holder | $62 | $482-87.1% | $6,797-99.1% | $513-87.8% |