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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 50-1309931 | Recordkeeping | $23,346 |
COLUMBIA3+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FRANKLIN TEMPLETON3+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T.ROWE PRICES RPS, INC. Service code 15 | Recordkeeping | $0 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,368 | $31,424-60.6% | $81,473-84.8% | $69,631-82.2% |
| Participation rate | 96.3% | 50.8%+45.5pp | 68.0%+28.4pp | 70.7%+25.6pp |
| Annual return | 31.15% | 22.44%+8.7pp | 38.78%-7.6pp | 27571.02%-27539.9pp |
| Employer contribution / active EE | $3,966 | $1,029+285.4% | $2,568+54.5% | $2,032+95.2% |
| Participant deferral / active EE | $568 | $1,838-69.1% | $3,537-83.9% | $3,224-82.4% |
| Admin fee / account holder | $56 | $103-45.7% | $4,561-98.8% | $110-49.5% |