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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $21,981 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL Service code 28 · EIN 41-0449260 | Investment Management | $0 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY FUNDS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS8+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
ARTISAN PARTNERS7 years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
BLACKROCK6 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON FUNDS Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $0 |
BRANDES INVESTMENT TRUST7 years Service code 28 · EIN 33-0635360 | Investment Management | $0 |
COLUMBIA7 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,112 | $79,209-86.0% | $102,434-89.2% | $74,459-85.1% |
| Participation rate | 60.8% | 74.8%-14.0pp | 76.5%-15.7pp | 67.2%-6.4pp |
| Annual return | 12.33% | 54.98%-42.6pp | 29.46%-17.1pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $1,172 | $2,362-50.4% | $3,023-61.2% | $2,626-55.4% |
| Participant deferral / active EE | $1,737 | $4,417-60.7% | $5,055-65.6% | $4,350-60.1% |
| Admin fee / account holder | $72 | $2,002-96.4% | $9,462-99.2% | $1,945-96.3% |