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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 | $2,060 |
FRANKLIN TEMPLETON5 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
OAKMARK5 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Filed as: VOYA Service code 28 · EIN 52-1222820 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,397 | $101,317-53.2% | $146,958-67.7% | $74,495-36.4% |
| Participation rate | 44.8% | 75.5%-30.7pp | 82.2%-37.3pp | 67.2%-22.4pp |
| Annual return | 19.10% | 8730.91%-8711.8pp | 418.34%-399.2pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $109 | $3,810-97.1% | $4,933-97.8% | $2,623-95.8% |
| Participant deferral / active EE | $7,935 | $7,303+8.7% | $8,070-1.7% | $4,346+82.6% |
| Admin fee / account holder | $10 | $1,739-99.4% | $12,998-99.9% | $1,942-99.5% |