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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $4,823 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 49 · EIN 13-1624203 | Other Services | $149 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
GAMCO ASSET MANAGEMENT1 year Filed as: GABELLI Service code 52 · EIN 13-3678826 | 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 | $35,167 | $47,648-26.2% | $130,660-73.1% | $67,579-48.0% |
| Participation rate | 84.8% | 60.4%+24.4pp | 71.7%+13.1pp | 71.3%+13.5pp |
| Annual return | 25.05% | 25.73%-0.7pp | 1709.29%-1684.2pp | 378.56%-353.5pp |
| Employer contribution / active EE | $1,700 | $1,408+20.8% | $4,092-58.4% | $2,148-20.8% |
| Participant deferral / active EE | $2,064 | $2,616-21.1% | $3,603-42.7% | $3,539-41.7% |
| Admin fee / account holder | $120 | $105+14.0% | $5,463-97.8% | $142-15.9% |