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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $39,656 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,645 |
AMERICAN CENTURY2 years Service code 52 · EIN 20-4223518 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 22-2725700 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 13-7000899 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | 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 | $71,108 | $56,484+25.9% | $169,452-58.0% | $64,173+10.8% |
| Participation rate | 88.5% | 64.5%+23.9pp | 77.8%+10.7pp | 69.6%+18.9pp |
| Annual return | -4.50% | -1.55%-2.9pp | 1.83%-6.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,397 | $1,832+139.9% | $4,157+5.8% | $2,381+84.7% |
| Participant deferral / active EE | $7,739 | $3,448+124.5% | $5,277+46.6% | $3,470+123.0% |
| Admin fee / account holder | $256 | $4,174-93.9% | $9,110-97.2% | $4,887-94.8% |