Filed April 21, 2021 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $1,013 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS2 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
PARNASSUS2 years Service code 52 · EIN 94-6579180 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,743 | $48,046+153.4% | $84,611+43.9% | $72,985+66.8% |
| Participation rate | 95.5% | 57.6%+37.9pp | 68.2%+27.2pp | 69.5%+26.0pp |
| Annual return | 26.64% | 37.38%-10.7pp | 258.74%-232.1pp | 81.00%-54.4pp |
| Employer contribution / active EE | $4,771 | $1,602+197.9% | $2,652+79.9% | $2,440+95.5% |
| Participant deferral / active EE | $8,839 | $2,680+229.8% | $3,899+126.7% | $3,607+145.0% |
| Admin fee / account holder | $27 | $3,395-99.2% | $4,912-99.5% | $5,124-99.5% |