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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: TROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $17,101 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 41-1533211 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR FUNDS Service code 28 · EIN 34-1953397 | Investment Management | $0 |
JANUS HENDERSON1+ years Filed as: JANUS Service code 28 · EIN 04-3377381 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,421 | $36,916-58.2% | $156,551-90.1% | $57,658-73.3% |
| Participation rate | 65.8% | 63.4%+2.4pp | 84.0%-18.2pp | 70.2%-4.4pp |
| Annual return | -0.17% | 12.38%-12.5pp | 32.23%-32.4pp | 5.13%-5.3pp |
| Employer contribution / active EE | $364 | $1,571-76.9% | $5,501-93.4% | $1,974-81.6% |
| Participant deferral / active EE | $821 | $1,926-57.4% | $4,871-83.2% | $3,061-73.2% |
| Admin fee / account holder | $52 | $82-37.2% | $13,028-99.6% | $95-45.2% |