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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 | $37,899 |
AB FUNDS1 year Filed as: AB GLOBAL Service code 28 501 COMMERCE STREET · NASHVILLE, TN 37203 | Investment Management | $0 |
BAIRD FUNDS1 year Service code 28 P.O. BOX 701 · MILWAUKEE, WI 53201 | Investment Management | $0 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE INVESTMENT Service code 28 100 INDEPENDENCE · PHILADELPHIA, PA 19106 | Investment Management | $0 |
EAGLEASSET3 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
ALGER3 years Filed as: FRED ALGER FUNDS Service code 28 P.O. BOX 8480 · BOSTON, MA 022668480 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIONEER3 years Service code 28 · EIN 13-5657669 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,380 | $81,474-14.8% | $133,959-48.2% | $73,493-5.6% |
| Participation rate | 35.8% | 76.4%-40.6pp | 79.8%-44.1pp | 70.7%-34.9pp |
| Annual return | 7.19% | 19.40%-12.2pp | 45.09%-37.9pp | 28.51%-21.3pp |
| Employer contribution / active EE | $859 | $2,209-61.1% | $3,919-78.1% | $2,270-62.2% |
| Participant deferral / active EE | $2,506 | $3,786-33.8% | $5,047-50.3% | $3,740-33.0% |
| Admin fee / account holder | $446 | $713-37.5% | $8,928-95.0% | $513-13.1% |