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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 · EIN 52-1309931 | Recordkeeping | $1,200 |
EAGLEASSET3+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
HARBOR1 year Filed as: HARBOR FUNDS Service code 28 | Investment Management | $0 |
INVESCO3+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
RIDGEWORTH1 year Filed as: KAYNE Service code 28 · EIN 95-4191764 | Investment Management | $0 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,124 | $100,041-74.9% | $149,718-83.2% | $70,131-64.2% |
| Participation rate | 57.8% | 83.6%-25.8pp | 87.1%-29.3pp | 69.5%-11.8pp |
| Annual return | 13.68% | 27.43%-13.8pp | 1501.63%-1488.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $698 | $3,662-80.9% | $5,445-87.2% | $2,342-70.2% |
| Participant deferral / active EE | $1,620 | $4,983-67.5% | $6,569-75.3% | $3,332-51.4% |
| Admin fee / account holder | $19 | $8,286-99.8% | $11,283-99.8% | $4,645-99.6% |