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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $44,941 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $37,100 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS2 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,632 | $45,382-54.5% | $154,111-86.6% | $75,289-72.6% |
| Participation rate | 89.7% | 65.9%+23.8pp | 83.0%+6.6pp | 72.4%+17.3pp |
| Annual return | -7.49% | -0.47%-7.0pp | 735.18%-742.7pp | -0.04%-7.5pp |
| Employer contribution / active EE | $1,365 | $1,533-11.0% | $5,298-74.2% | $2,405-43.3% |
| Participant deferral / active EE | $2,861 | $2,384+20.0% | $5,081-43.7% | $3,739-23.5% |
| Admin fee / account holder | $32 | $89-64.7% | $13,411-99.8% | $102-69.2% |