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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 52-1309931 | Recordkeeping | $11,074 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY FUNDS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS4+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: AMG FUNDS Service code 28 600 STEAMBOAT RD. #300 · GREENWICH, CT 06830 | Investment Management | $0 |
ARTISAN PARTNERS3 years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: BNY MELLON FUNDS Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $0 |
BRANDES INVESTMENT TRUST3 years Service code 28 · EIN 33-0635360 | Investment Management | $0 |
CALVERT3 years Filed as: CALVERT GROUP Service code 28 · EIN 52-1233223 | 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,491 | $73,638-85.8% | $95,956-89.1% | $73,493-85.7% |
| Participation rate | 71.9% | 76.2%-4.3pp | 77.1%-5.2pp | 70.7%+1.2pp |
| Annual return | 6.75% | 16.78%-10.0pp | 91.63%-84.9pp | 28.51%-21.8pp |
| Employer contribution / active EE | $1,164 | $1,863-37.6% | $2,541-54.2% | $2,270-48.7% |
| Participant deferral / active EE | $1,369 | $3,617-62.1% | $4,167-67.1% | $3,740-63.4% |
| Admin fee / account holder | $60 | $482-87.7% | $6,797-99.1% | $513-88.4% |