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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $221,417 |
ALLSPRING2 years Service code 28 | Investment Management | $0 |
ALLSPRING2 years Filed as: ALLSPRING SPECIAL MID-CAP VAL R Service code 28 800 BOYLSTON ST. · BOSTON, MA 28203 | Investment Management | $0 |
AMERICAN CENTURY2 years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BARON4 years Filed as: BARON FUNDS Service code 28 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Management | $0 |
Filed as: BRANDYWINE GLOBAL - HY IS Service code 28 · EIN 83-0334121 | Investment Management | $0 |
COHEN & STEERS4 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD4 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,551 | $54,193+211.0% | $93,606+80.1% | $77,643+117.1% |
| Participation rate | 0.0% | 63.9%-63.9pp | 68.7%-68.7pp | 70.6%-70.6pp |
| Annual return | 12.51% | 30.54%-18.0pp | 133.20%-120.7pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,957 | $1,168+153.2% | $2,420+22.2% | $2,726+8.5% |
| Participant deferral / active EE | $6,715 | $3,144+113.6% | $4,411+52.2% | $4,647+44.5% |
| Admin fee / account holder | $1,295 | $576+125.0% | $8,285-84.4% | $430+200.8% |