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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $850 |
AMERICAN CENTURY1+ years Filed as: AMERICA CENTURY INVESTEMENTS Service code 28 · EIN 44-0619208 | Investment Management | $0 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS1+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
THORNBURG1+ years Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,565 | $46,745+187.9% | $60,547+122.2% | $52,331+157.1% |
| Participation rate | 59.1% | 58.6%+0.5pp | 68.0%-8.9pp | 68.1%-9.0pp |
| Annual return | 0.29% | 0.61%-0.3pp | 335.64%-335.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $884 | $1,259-29.8% | $2,419-63.5% | $1,882-53.0% |
| Participant deferral / active EE | $4,388 | $2,145+104.6% | $3,328+31.9% | $3,022+45.2% |
| Admin fee / account holder | $8 | $537-98.6% | $4,536-99.8% | $592-98.7% |