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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $61,131 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 49 · EIN 13-1624203 | Other Services | $285 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS2 years Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
GAMCO ASSET MANAGEMENT2 years 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 | $32,286 | $54,121-40.3% | $134,162-75.9% | $73,412-56.0% |
| Participation rate | 86.7% | 64.4%+22.3pp | 72.2%+14.5pp | 72.2%+14.5pp |
| Annual return | 18.66% | -312.52%+331.2pp | 36.35%-17.7pp | 59.30%-40.6pp |
| Employer contribution / active EE | $1,583 | $1,402+12.9% | $3,705-57.3% | $2,234-29.1% |
| Participant deferral / active EE | $1,815 | $2,844-36.2% | $3,500-48.1% | $3,806-52.3% |
| Admin fee / account holder | $83 | $132-37.4% | $6,685-98.8% | $158-47.6% |