Filed February 22, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $9,307 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,553 | $40,174+45.8% | $84,023-30.3% | $67,582-13.4% |
| Participation rate | 65.4% | 62.7%+2.7pp | 69.0%-3.6pp | 71.3%-5.9pp |
| Annual return | 12.24% | 25.82%-13.6pp | 71.32%-59.1pp | 378.57%-366.3pp |
| Employer contribution / active EE | $3 | $808-99.7% | $1,984-99.9% | $2,148-99.9% |
| Participant deferral / active EE | $1,816 | $2,301-21.1% | $3,239-43.9% | $3,539-48.7% |
| Admin fee / account holder | $28 | $128-78.0% | $6,102-99.5% | $142-80.2% |