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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,758 |
NEEDLES & ASSOCIATES, LLC5+ years Service code 10 · EIN 51-0435869 | Accounting | $13,547 |
Service code 29 · EIN 72-0999672 | Legal | $8,777 |
AMERICAN FUNDS2 years Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 | Indirect Investment Fees | $0 |
RIDGEWORTH2 years Service code 52 | Indirect Investment Fees | $0 |
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.
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 | $9,936 | $91,517-89.1% | $101,271-90.2% | $73,412-86.5% |
| Participation rate | 74.1% | 73.8%+0.3pp | 75.8%-1.7pp | 72.2%+1.9pp |
| Annual return | 2.52% | 17.17%-14.7pp | 46.48%-44.0pp | 59.30%-56.8pp |
| Employer contribution / active EE | $880 | $2,877-69.4% | $3,660-76.0% | $2,234-60.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $81 | $216-62.4% | $5,948-98.6% | $158-48.6% |