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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $98,150 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP3 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 15.04% | 9.55%+5.5pp | 9.52%+5.5pp | 9.29%+5.8pp |
| Employer contribution / active EE | $55,556 | $20,722+168.1% | $41,951+32.4% | $15,168+266.3% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |