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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $4,557 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD2 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
LEGG MASON2 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Annual investment return 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.
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 | $5,110 | $62,715-91.9% | $104,299-95.1% | $66,949-92.4% |
| Participation rate | 81.9% | 59.6%+22.3pp | 73.3%+8.7pp | 69.8%+12.1pp |
| Annual return | -22.87% | -14.70%-8.2pp | 24.62%-47.5pp | 1.57%-24.4pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $3,373-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,191 | $2,852-23.2% | $4,626-52.6% | $4,239-48.3% |
| Admin fee / account holder | $25 | $657-96.2% | $7,339-99.7% | $594-95.8% |