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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $186,350 |
GOLDMAN SACHS2 years Filed as: FOUR POINTS CAPITAL PARTNERS LLC Service code 27 · EIN 76-0543859 | Advisory (Plan) | $37,964 |
PROVENANCE WEALTH ADVISORS2 years Filed as: PROVENANCE WEALTH ADVISORS, LLC Service code 27 · EIN 65-0978008 | Advisory (Plan) | $37,964 |
AMERICAN FUNDS3 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIONEER3 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1827505 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,106 | $69,159+21.6% | $125,195-32.8% | $67,582+24.5% |
| Participation rate | 96.9% | 78.2%+18.7pp | 79.8%+17.1pp | 71.3%+25.6pp |
| Annual return | 23.05% | 27.12%-4.1pp | 43.79%-20.7pp | 378.57%-355.5pp |
| Employer contribution / active EE | $1,532 | $2,023-24.3% | $3,866-60.4% | $2,148-28.7% |
| Participant deferral / active EE | $4,842 | $3,700+30.9% | $4,937-1.9% | $3,539+36.8% |
| Admin fee / account holder | $526 | $142+271.1% | $9,704-94.6% | $142+269.6% |