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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,781 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $100 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $4 |
CALVERT5+ years Filed as: CALVERT GROUP Service code 28 · EIN 52-1233223 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
NEUBERGER BERMAN4 years Service code 28 · EIN 13-5521910 | Investment Management | $0 |
PARNASSUS5+ years Filed as: PARNASSUS FUNDS Service code 28 · EIN 94-6579180 | Investment Management | $0 |
PIMCO FUNDS5+ years Service code 28 · EIN 33-0629048 | 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.
Participant 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.
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 | $32,738 | $118,971-72.5% | $112,977-71.0% | $73,493-55.5% |
| Participation rate | 25.8% | 83.3%-57.5pp | 82.6%-56.7pp | 70.7%-44.8pp |
| Annual return | 14.88% | 17.79%-2.9pp | 24.24%-9.4pp | 28.51%-13.6pp |
| Employer contribution / active EE | $0 | $4,091-100.0% | $4,255-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,642 | $6,133-73.2% | $5,836-71.9% | $3,740-56.1% |
| Admin fee / account holder | $98 | $573-82.9% | $6,294-98.4% | $513-80.9% |