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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 | $11,457 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD4 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
LEGG MASON4 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,599 | $62,393-84.6% | $120,580-92.0% | $74,478-87.1% |
| Participation rate | 78.5% | 56.8%+21.7pp | 72.0%+6.5pp | 67.2%+11.3pp |
| Annual return | 20.56% | 18.61%+2.0pp | 107.48%-86.9pp | 1370.56%-1350.0pp |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,469-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,345 | $2,886-18.7% | $4,995-53.1% | $4,350-46.1% |
| Admin fee / account holder | $51 | $2,396-97.9% | $9,418-99.5% | $1,946-97.4% |