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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T.ROWE PRICE RPS Service code 15 · EIN 52-1309931 | Recordkeeping | $100 |
COLUMBIA1+ years Service code 28 · EIN 93-0577460 | Investment Management | $0 |
EATON VANCE1+ years Service code 28 · EIN 04-2718215 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
VICTORY1+ years Service code 28 · EIN 13-2700161 | 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,825 | $28,109-72.2% | $71,086-89.0% | $56,287-86.1% |
| Participation rate | 6.3% | 40.4%-34.1pp | 54.7%-48.3pp | 69.9%-63.5pp |
| Annual return | -17.48% | -615.05%+597.6pp | 650.59%-668.1pp | -9.96%-7.5pp |
| Employer contribution / active EE | $212 | $558-61.9% | $1,088-80.5% | $2,111-89.9% |
| Participant deferral / active EE | $277 | $1,116-75.2% | $1,874-85.2% | $3,350-91.7% |
| Admin fee / account holder | $7 | $585-98.8% | $3,082-99.8% | $521-98.6% |