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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ASCENSUS LLC2 years Filed as: ASCENSUS CONSULTING-FORT WAYNE Service code 13 | Contract Administrator | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
Filed as: FUTURE PLAN CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Service code 13 | Contract Administrator | $0 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,046 | $54,590-52.3% | $81,926-68.2% | $73,493-64.6% |
| Participation rate | 95.9% | 68.3%+27.6pp | 72.0%+23.9pp | 70.7%+25.3pp |
| Annual return | 10.68% | 17.74%-7.1pp | 29.49%-18.8pp | 28.51%-17.8pp |
| Employer contribution / active EE | $1,237 | $1,636-24.4% | $4,310-71.3% | $2,270-45.5% |
| Participant deferral / active EE | $4,085 | $2,759+48.1% | $7,108-42.5% | $3,740+9.2% |
| Admin fee / account holder | $228 | $592-61.4% | $5,159-95.6% | $513-55.5% |