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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,403 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,404 | $77,817-89.2% | $123,553-93.2% | $64,173-86.9% |
| Participation rate | 40.6% | 74.7%-34.1pp | 82.3%-41.7pp | 69.6%-28.9pp |
| Annual return | -11.05% | 12.49%-23.5pp | 119.21%-130.3pp | 7.63%-18.7pp |
| Employer contribution / active EE | $380 | $3,014-87.4% | $4,628-91.8% | $2,381-84.1% |
| Participant deferral / active EE | $1,310 | $5,240-75.0% | $6,426-79.6% | $3,470-62.2% |
| Admin fee / account holder | $50 | $5,519-99.1% | $9,284-99.5% | $4,887-99.0% |