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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $50 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,817 | $99,957-82.2% | $149,745-88.1% | $73,497-75.8% |
| Participation rate | 19.8% | 75.7%-55.9pp | 82.5%-62.7pp | 70.7%-50.9pp |
| Annual return | 26.33% | 53.87%-27.5pp | 276.72%-250.4pp | 28.51%-2.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $500 | $6,073-91.8% | $6,843-92.7% | $3,740-86.6% |
| Admin fee / account holder | $2 | $551-99.7% | $9,312-100.0% | $513-99.7% |