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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $9,868 |
Service code 15 · EIN 80-0138348 | Recordkeeping | $6,851 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,234 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY1+ years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS1+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
ARTISIAN FUNDS1+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
BRANDES INVESTMENT TRUST1+ years Filed as: BRANDES INSTITUTIONAL FUNDS Service code 28 · EIN 33-0635360 | Investment Management | $0 |
EATON VANCE1+ years Service code 28 · EIN 04-2718215 | Investment Management | $0 |
EATON VANCE1+ years Filed as: EATON VANCE FUNDS Service code 28 | Investment Management | $0 |
Participant 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.
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 | $16,117 | $64,909-75.2% | $82,312-80.4% | $62,293-74.1% |
| Participation rate | 70.9% | 74.9%-3.9pp | 76.9%-6.0pp | 69.5%+1.4pp |
| Annual return | 12.24% | 21.18%-8.9pp | 25.88%-13.6pp | 28.90%-16.7pp |
| Employer contribution / active EE | $785 | $1,676-53.1% | $2,428-67.7% | $2,042-61.5% |
| Participant deferral / active EE | $1,035 | $3,103-66.7% | $3,706-72.1% | $3,169-67.4% |
| Admin fee / account holder | $33 | $440-92.5% | $5,608-99.4% | $479-93.1% |