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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $16,598 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: TROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,812 | $89,652-72.3% | $141,191-82.4% | $65,185-61.9% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.5%+9.3pp | 70.2%+21.6pp |
| Annual return | 72.18% | 32.79%+39.4pp | 71.41%+0.8pp | 29.38%+42.8pp |
| Employer contribution / active EE | $3,316 | $3,065+8.2% | $4,736-30.0% | $2,177+52.4% |
| Participant deferral / active EE | $8,576 | $5,691+50.7% | $6,710+27.8% | $3,514+144.1% |
| Admin fee / account holder | $89 | $569-84.4% | $10,264-99.1% | $847-89.5% |