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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $6,934 |
AB FUNDS1 year Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-6382595 | Indirect Investment Fees | $0 |
Filed as: PUTNAM Service code 52 · EIN 04-6407893 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $40,244 | $86,338-53.4% | $91,994-56.3% | $77,775-48.3% |
| Participation rate | 83.2% | 82.9%+0.3pp | 78.6%+4.6pp | 73.2%+10.0pp |
| Annual return | 22.99% | 29.65%-6.7pp | 69.04%-46.0pp | 32.58%-9.6pp |
| Employer contribution / active EE | $1,941 | $2,988-35.0% | $3,453-43.8% | $2,504-22.5% |
| Participant deferral / active EE | $3,894 | $6,908-43.6% | $5,924-34.3% | $3,966-1.8% |
| Admin fee / account holder | $21 | $79-73.5% | $7,744-99.7% | $100-79.0% |