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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 | $106,264-89.0% | $147,117-92.1% | $77,762-85.0% |
| Participation rate | 85.5% | 78.4%+7.1pp | 82.2%+3.4pp | 70.6%+15.0pp |
| Annual return | 39.28% | 56.94%-17.7pp | 420.54%-381.3pp | 31.27%+8.0pp |
| Employer contribution / active EE | $1,675 | $4,074-58.9% | $4,932-66.0% | $2,728-38.6% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |