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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $53,094 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1607635 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,502 | $59,186-70.4% | $76,768-77.2% | $56,287-68.9% |
| Participation rate | 99.1% | 75.2%+23.9pp | 77.0%+22.1pp | 69.9%+29.2pp |
| Annual return | 14.96% | 6.62%+8.3pp | 2.43%+12.5pp | -9.96%+24.9pp |
| Employer contribution / active EE | $276 | $1,759-84.3% | $2,485-88.9% | $2,111-86.9% |
| Participant deferral / active EE | $1,492 | $3,255-54.2% | $3,852-61.3% | $3,350-55.5% |
| Admin fee / account holder | $240 | $489-50.9% | $6,675-96.4% | $521-53.9% |