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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $11,130 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS2+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: AMG FUNDS Service code 28 600 STEAMBOAT RD. #300 · GREENWICH, CT 06830 | Investment Management | $0 |
ARTISAN PARTNERS1 year Service code 28 · EIN 30-0551775 | Investment Management | $0 |
BRANDES INVESTMENT TRUST1 year Service code 28 · EIN 33-0635360 | Investment Management | $0 |
CALVERT1 year Filed as: CALVERT GROUP Service code 28 · EIN 52-1233223 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
EATON VANCE2+ years Service code 28 · EIN 04-2718215 | 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).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,452 | $59,186-73.9% | $76,766-79.9% | $56,287-72.5% |
| Participation rate | 68.1% | 75.2%-7.2pp | 77.0%-8.9pp | 69.9%-1.8pp |
| Annual return | 3.18% | 6.62%-3.4pp | 2.43%+0.8pp | -9.96%+13.1pp |
| Employer contribution / active EE | $858 | $1,759-51.2% | $2,485-65.5% | $2,111-59.4% |
| Participant deferral / active EE | $1,233 | $3,255-62.1% | $3,851-68.0% | $3,350-63.2% |
| Admin fee / account holder | $111 | $489-77.2% | $6,675-98.3% | $521-78.6% |