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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $7,242 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD3 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
LEGG MASON3 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.3 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 | $7,390 | $57,763-87.2% | $112,228-93.4% | $71,529-89.7% |
| Participation rate | 78.2% | 58.9%+19.2pp | 72.4%+5.7pp | 67.9%+10.2pp |
| Annual return | 23.98% | 18.26%+5.7pp | 30.23%-6.2pp | 28.97%-5.0pp |
| Employer contribution / active EE | $0 | $1,916-100.0% | $3,432-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,430 | $2,865-15.2% | $4,800-49.4% | $4,291-43.4% |
| Admin fee / account holder | $34 | $1,563-97.8% | $7,752-99.6% | $1,588-97.8% |