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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: TROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $12,260 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 41-1533211 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR FUNDS Service code 28 · EIN 34-1953397 | Investment Management | $0 |
JANUS HENDERSON2+ years Filed as: JANUS Service code 28 · EIN 04-3377381 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: TROWE PRICE RPS INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,810 | $55,453+20.5% | $170,435-60.8% | $62,293+7.3% |
| Participation rate | 35.0% | 66.4%-31.3pp | 83.6%-48.6pp | 69.5%-34.5pp |
| Annual return | 12.47% | 21.38%-8.9pp | 205.94%-193.5pp | 28.90%-16.4pp |
| Employer contribution / active EE | $877 | $2,164-59.5% | $5,432-83.9% | $2,042-57.1% |
| Participant deferral / active EE | $1,012 | $2,303-56.1% | $4,939-79.5% | $3,169-68.1% |
| Admin fee / account holder | $234 | $455-48.6% | $13,881-98.3% | $479-51.2% |