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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 | $57,701 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN L.P Service code 28 | Investment Management | $0 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DWS FUNDS1 year Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,606 | $65,118-43.8% | $76,766-52.3% | $55,725-34.3% |
| Participation rate | 87.0% | 79.6%+7.4pp | 77.0%+10.0pp | 70.9%+16.1pp |
| Annual return | -5.44% | -1.27%-4.2pp | 2.43%-7.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,613 | $1,941-16.9% | $2,485-35.1% | $2,078-22.4% |
| Participant deferral / active EE | $2,554 | $3,688-30.8% | $3,851-33.7% | $3,356-23.9% |
| Admin fee / account holder | $127 | $116+9.4% | $6,675-98.1% | $115+10.0% |