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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $33,256 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $21,234 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1+ years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
BOSTON PARTNERS1+ years Filed as: BOSTON PARTNERS INVESTMENT FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
COHEN & STEERS1+ years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,055 | $69,362-16.3% | $101,248-42.7% | $73,488-21.0% |
| Participation rate | 81.1% | 68.4%+12.8pp | 75.8%+5.3pp | 70.7%+10.5pp |
| Annual return | 0.00% | 18.46%-18.5pp | 46.47%-46.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $2,141 | $2,628-18.6% | $3,660-41.5% | $2,270-5.7% |
| Participant deferral / active EE | $5,598 | $3,300+69.7% | $4,370+28.1% | $3,740+49.7% |
| Admin fee / account holder | $369 | $704-47.5% | $5,945-93.8% | $513-28.0% |