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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 50-1309931 | Recordkeeping | $8,100 |
COLUMBIA1+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T.ROWE PRICES RPS, INC. Service code 15 | Recordkeeping | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,422 | $27,330-83.8% | $67,711-93.5% | $55,191-92.0% |
| Participation rate | 89.3% | 47.5%+41.8pp | 67.5%+21.8pp | 69.2%+20.2pp |
| Annual return | 32.26% | 8.81%+23.5pp | 25.41%+6.9pp | 10.78%+21.5pp |
| Employer contribution / active EE | $3,358 | $855+292.8% | $2,559+31.2% | $1,899+76.8% |
| Participant deferral / active EE | $547 | $1,709-68.0% | $3,585-84.7% | $3,046-82.0% |
| Admin fee / account holder | $28 | $109-74.4% | $4,255-99.3% | $91-69.2% |