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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $49,365 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,677 | $65,376+54.0% | $87,102+15.6% | $65,185+54.4% |
| Participation rate | 73.1% | 75.3%-2.2pp | 76.9%-3.7pp | 70.2%+2.9pp |
| Annual return | 25.89% | 31.27%-5.4pp | 28.19%-2.3pp | 29.38%-3.5pp |
| Employer contribution / active EE | $1,864 | $1,822+2.3% | $2,521-26.1% | $2,177-14.4% |
| Participant deferral / active EE | $4,446 | $3,388+31.2% | $4,048+9.8% | $3,514+26.5% |
| Admin fee / account holder | $374 | $520-28.0% | $7,491-95.0% | $847-55.9% |