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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 100 E. PRATT STREET · BALTIMORE, ME 21202 | Recordkeeping | $200 |
Service code 28 60 STATE STREET · BOSTON, MA 02109 | Investment Management | $0 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 28 TWO WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | 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.
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 | $18,392 | $63,924-71.2% | $108,582-83.1% | $55,167-66.7% |
| Participation rate | 16.4% | 74.3%-58.0pp | 79.6%-63.2pp | 69.0%-52.6pp |
| Annual return | -2.18% | 15.31%-17.5pp | -51.70%+49.5pp | 169.23%-171.4pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $527 | $3,067-82.8% | $4,311-87.8% | $3,054-82.8% |
| Admin fee / account holder | $4 | $618-99.4% | $7,645-99.9% | $504-99.2% |