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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $201 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 51-0071687 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,741 | $46,100-24.6% | $86,582-59.9% | $69,631-50.1% |
| Participation rate | 48.3% | 67.2%-18.9pp | 73.5%-25.3pp | 70.7%-22.4pp |
| Annual return | 18.10% | 21.02%-2.9pp | 965.08%-947.0pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $742 | $1,850-59.9% | $2,839-73.9% | $2,032-63.5% |
| Participant deferral / active EE | $1,519 | $2,432-37.5% | $3,609-57.9% | $3,224-52.9% |
| Admin fee / account holder | $0 | $94-99.5% | $4,904-100.0% | $110-99.6% |