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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $55,120 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,009 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 13-7000899 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
TIAA4 years Filed as: TIAA-CREF Service code 52 · EIN 13-4055167 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,030 | $72,012+40.3% | $185,827-45.6% | $79,858+26.5% |
| Participation rate | 98.0% | 65.8%+32.2pp | 78.0%+20.0pp | 69.6%+28.4pp |
| Annual return | 15.60% | 23.12%-7.5pp | 35.96%-20.4pp | 31.72%-16.1pp |
| Employer contribution / active EE | $4,416 | $1,965+124.8% | $4,087+8.1% | $2,471+78.7% |
| Participant deferral / active EE | $8,220 | $3,779+117.5% | $5,633+45.9% | $3,740+119.8% |
| Admin fee / account holder | $414 | $4,513-90.8% | $9,502-95.6% | $5,306-92.2% |