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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 · EIN 52-1309931 | Recordkeeping | $800 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS EUROPAC GRW R6 Service code 28 | Investment Management | $0 |
Filed as: CARILLON EAGLE SMALL CAP GR FD R5 Service code 28 | Investment Management | $0 |
EAGLEASSET4+ 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 500 INDEX INVESTOR Service code 28 | Investment Management | $0 |
Filed as: FIDELITY INTERNATIONAL IND INV Service code 28 | Investment Management | $0 |
Filed as: FIDELITY U.S. BOND INDEX INV Service code 28 | Investment Management | $0 |
HARBOR4+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,678 | $94,529-80.2% | $140,016-86.7% | $64,186-70.9% |
| Participation rate | 57.8% | 84.1%-26.3pp | 87.5%-29.7pp | 69.6%-11.7pp |
| Annual return | -4.14% | 7.77%-11.9pp | 651.12%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $739 | $3,812-80.6% | $5,606-86.8% | $2,381-69.0% |
| Participant deferral / active EE | $1,706 | $5,250-67.5% | $6,927-75.4% | $3,470-50.8% |
| Admin fee / account holder | $12 | $6,741-99.8% | $10,705-99.9% | $4,888-99.8% |