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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $14,146 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP2 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-1501338 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,635 | $46,219-35.9% | $89,391-66.8% | $90,288-67.2% |
| Participation rate | 11.0% | 44.9%-33.9pp | 68.0%-57.0pp | 73.4%-62.3pp |
| Annual return | 13.02% | 25.71%-12.7pp | 245.62%-232.6pp | 53.97%-40.9pp |
| Employer contribution / active EE | $146 | $953-84.6% | $2,586-94.3% | $2,524-94.2% |
| Participant deferral / active EE | $712 | $2,136-66.7% | $3,890-81.7% | $4,232-83.2% |
| Admin fee / account holder | $77 | $147-47.4% | $4,881-98.4% | $114-32.3% |