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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 | $12,409 | $106,247-88.3% | $147,096-91.6% | $77,714-84.0% |
| Participation rate | 86.1% | 78.4%+7.8pp | 82.2%+4.0pp | 70.6%+15.6pp |
| Annual return | 24.37% | 56.87%-32.5pp | 419.75%-395.4pp | 31.26%-6.9pp |
| Employer contribution / active EE | $1,799 | $4,069-55.8% | $4,936-63.6% | $2,727-34.0% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |