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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $32,416 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,051 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
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 | $22,519 | $46,173-51.2% | $170,435-86.8% | $69,631-67.7% |
| Participation rate | 91.5% | 63.9%+27.6pp | 83.6%+7.9pp | 70.7%+20.8pp |
| Annual return | 17.55% | 21.62%-4.1pp | 205.94%-188.4pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,367 | $1,610-15.1% | $5,432-74.8% | $2,032-32.7% |
| Participant deferral / active EE | $2,619 | $2,080+25.9% | $4,939-47.0% | $3,224-18.8% |
| Admin fee / account holder | $30 | $116-74.2% | $13,881-99.8% | $110-72.9% |