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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $463,302,356 |
NEEDLES & ASSOCIATES, LLC4+ years Service code 10 · EIN 51-0435869 | Accounting | $18,422 |
Service code 29 · EIN 72-0999672 | Legal | $5,740 |
AMERICAN FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 | Indirect Investment Fees | $0 |
Service code 52 | Indirect Investment Fees | $0 |
Filed as: MFS NEW DISCOVERY FUND Service code 52 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 | Indirect Investment Fees | $0 |
RIDGEWORTH1 year Service code 52 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,390 | $88,515-87.1% | $162,163-93.0% | $67,579-83.1% |
| Participation rate | 73.0% | 86.8%-13.8pp | 87.6%-14.5pp | 71.3%+1.7pp |
| Annual return | 0.08% | 27.04%-27.0pp | 115.59%-115.5pp | 378.56%-378.5pp |
| Employer contribution / active EE | $945 | $3,563-73.5% | $5,614-83.2% | $2,148-56.0% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $95 | $124-23.6% | $10,843-99.1% | $142-33.6% |