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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 · EIN 52-1309931 | Recordkeeping | $450 |
EAGLEASSET1+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO1+ years Service code 25 · EIN 26-4521338 | Directed Trustee | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 25 · EIN 33-0629048 | Directed Trustee | $0 |
RIDGEWORTH1+ years Filed as: RIDGEWORTH FUNDS Service code 25 · EIN 58-1604573 | Directed Trustee | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1+ years Filed as: TRP Service code 15 | Recordkeeping | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,445 | $70,667-45.6% | $123,104-68.8% | $52,331-26.5% |
| Participation rate | 22.2% | 83.7%-61.5pp | 86.8%-64.6pp | 68.1%-45.9pp |
| Annual return | 0.87% | 6.23%-5.4pp | 13.22%-12.3pp | 4.54%-3.7pp |
| Employer contribution / active EE | $290 | $2,946-90.2% | $5,151-94.4% | $1,882-84.6% |
| Participant deferral / active EE | $762 | $4,493-83.0% | $6,230-87.8% | $3,022-74.8% |
| Admin fee / account holder | $16 | $506-96.9% | $9,015-99.8% | $592-97.4% |