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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $83,860 |
AMERICAN CENTURY2 years 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 MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS4 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,730 | $55,446+547.0% | $155,574+130.6% | $74,429+382.0% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 13.58% | 269.20%-255.6pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $18,520 | $2,266+717.2% | $4,676+296.1% | $2,625+605.5% |
| Participant deferral / active EE | $15,697 | $2,836+453.5% | $5,629+178.9% | $4,348+261.0% |
| Admin fee / account holder | $623 | $1,743-64.3% | $15,914-96.1% | $1,944-68.0% |