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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $16,156 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS2 years Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,833 | $55,449+80.0% | $83,850+19.1% | $56,287+77.4% |
| Participation rate | 98.2% | 68.0%+30.2pp | 76.1%+22.1pp | 69.9%+28.4pp |
| Annual return | -5.58% | -1.38%-4.2pp | 850.92%-856.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $7,039 | $2,430+189.6% | $3,631+93.9% | $2,111+233.4% |
| Participant deferral / active EE | $3,486 | $2,935+18.8% | $4,082-14.6% | $3,350+4.1% |
| Admin fee / account holder | $92 | $656-86.0% | $5,478-98.3% | $521-82.4% |