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| Provider | Service type | Compensation |
|---|---|---|
JACOBI CAPITAL MANAGEMENT LLC1+ years Service code 27 · EIN 26-2934519 | Advisory (Plan) | $39,953 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON1+ years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
BLACKROCK1+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT1+ years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2894171 | Indirect Investment Fees | $0 |
HARRIS1+ years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO1+ years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 49 · EIN 04-1590850 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,371 | $73,638+26.8% | $95,952-2.7% | $73,488+27.1% |
| Participation rate | 75.5% | 76.2%-0.6pp | 77.1%-1.6pp | 70.7%+4.8pp |
| Annual return | 10.19% | 16.78%-6.6pp | 91.61%-81.4pp | 28.51%-18.3pp |
| Employer contribution / active EE | $264 | $1,863-85.8% | $2,541-89.6% | $2,270-88.4% |
| Participant deferral / active EE | $536 | $3,617-85.2% | $4,167-87.1% | $3,740-85.7% |
| Admin fee / account holder | $3 | $482-99.4% | $6,795-100.0% | $513-99.4% |