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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $17,500 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS HENDERSON3 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,357 | $62,715-77.1% | $104,301-86.2% | $66,930-78.5% |
| Participation rate | 37.5% | 59.6%-22.1pp | 73.3%-35.8pp | 69.8%-32.3pp |
| Annual return | -18.57% | -14.70%-3.9pp | 24.61%-43.2pp | 1.57%-20.1pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $3,373-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $971 | $2,852-65.9% | $4,626-79.0% | $4,238-77.1% |
| Admin fee / account holder | $101 | $657-84.7% | $7,340-98.6% | $593-83.1% |