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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $53,412 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $34,994 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,558 | $74,347-33.3% | $93,614-47.1% | $67,579-26.7% |
| Participation rate | 74.6% | 80.6%-6.0pp | 75.8%-1.2pp | 71.3%+3.3pp |
| Annual return | 26.29% | 28.07%-1.8pp | 32.76%-6.5pp | 378.56%-352.3pp |
| Employer contribution / active EE | $473 | $2,583-81.7% | $2,718-82.6% | $2,148-78.0% |
| Participant deferral / active EE | $4,091 | $4,060+0.8% | $4,069+0.5% | $3,539+15.6% |
| Admin fee / account holder | $212 | $123+72.8% | $7,889-97.3% | $142+49.0% |