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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $16,360 |
ALLIANZ GLOBAL INVESTORS5 years Filed as: ALLIANZ Service code 28 · EIN 02-0639354 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
JANUS HENDERSON5 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
LEGG MASON3 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $7,165 | $74,188-90.3% | $115,756-93.8% | $64,819-88.9% |
| Participation rate | 81.8% | 76.2%+5.6pp | 77.1%+4.7pp | 71.5%+10.4pp |
| Annual return | -18.88% | -11.81%-7.1pp | 143.14%-162.0pp | 32.84%-51.7pp |
| Employer contribution / active EE | $544 | $3,365-83.8% | $3,793-85.6% | $2,507-78.3% |
| Participant deferral / active EE | $2,686 | $5,294-49.3% | $6,254-57.1% | $4,311-37.7% |
| Admin fee / account holder | $24 | $148-83.9% | $8,124-99.7% | $188-87.3% |