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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $10,157 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK4 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 94-1441976 | Investment Management | $0 |
EATON VANCE2 years Service code 28 · EIN 04-2718215 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON4 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MET LIFE Service code 28 50 GLENMAURA NATIONAL BLV · MOOSIC, PA 18507 | 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,220 | $92,076-60.7% | $105,607-65.7% | $77,736-53.4% |
| Participation rate | 51.8% | 81.0%-29.3pp | 75.3%-23.5pp | 70.6%-18.8pp |
| Annual return | 13.71% | 17.84%-4.1pp | 116.11%-102.4pp | 31.26%-17.6pp |
| Employer contribution / active EE | $442 | $3,370-86.9% | $3,167-86.0% | $2,728-83.8% |
| Participant deferral / active EE | $2,486 | $5,390-53.9% | $5,011-50.4% | $4,651-46.5% |
| Admin fee / account holder | $51 | $219-76.7% | $10,958-99.5% | $433-88.2% |