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| Provider | Service type | Compensation |
|---|---|---|
BARON CAPITAL MANAGEMENT1+ years Service code 60 | Sub-TA Fees | $0 |
GRANDEUR PEAK LLC1+ years Service code 60 | Sub-TA Fees | $0 |
OAKMARK1+ years Filed as: OAKMARK FUNDS Service code 60 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,655 | $106,164-89.0% | $147,041-92.1% | $77,692-85.0% |
| Participation rate | 85.5% | 78.4%+7.2pp | 82.2%+3.4pp | 70.6%+15.0pp |
| Annual return | 39.28% | 56.81%-17.5pp | 419.21%-379.9pp | 31.25%+8.0pp |
| Employer contribution / active EE | $1,675 | $4,066-58.8% | $4,935-66.0% | $2,726-38.5% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |