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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 | $43,768 |
AMERICAN CENTURY1 year Service code 28 · EIN 20-0623152 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: IVY INVESTMENTS Service code 28 PO BOX 219722 · KANSAS CITY, MO 64121 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS3 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,256 | $61,272+401.5% | $149,673+105.3% | $71,457+330.0% |
| Participation rate | 99.1% | 62.5%+36.6pp | 78.8%+20.3pp | 67.9%+31.2pp |
| Annual return | 19.49% | 35.85%-16.4pp | 134.42%-114.9pp | 28.85%-9.4pp |
| Employer contribution / active EE | $18,104 | $2,378+661.2% | $4,818+275.8% | $2,588+599.6% |
| Participant deferral / active EE | $14,825 | $2,917+408.2% | $5,680+161.0% | $4,289+245.7% |
| Admin fee / account holder | $252 | $1,261-80.1% | $13,210-98.1% | $1,587-84.2% |