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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $350 |
THE HARTFORD1+ years Filed as: HARTFORD MIDCAP R6 Service code 28 | Investment Management | $0 |
THE HARTFORD1+ years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS1+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO INCOME INST Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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.
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.
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 | $2,628 | $65,557-96.0% | $105,738-97.5% | $56,287-95.3% |
| Participation rate | 30.6% | 63.4%-32.8pp | 76.3%-45.7pp | 69.9%-39.2pp |
| Annual return | 0.00% | -1.32%+1.3pp | 6.27%-6.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $364 | $1,788-79.7% | $3,268-88.9% | $2,111-82.8% |
| Participant deferral / active EE | $551 | $2,418-77.2% | $4,080-86.5% | $3,350-83.6% |
| Admin fee / account holder | $9 | $561-98.4% | $6,913-99.9% | $521-98.3% |