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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $16,709 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
CALAMOS ADVISORS LLC3 years Filed as: CALAMOS FUNDS Service code 28 · EIN 36-3316238 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JANUS HENDERSON3 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON3 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LOOMIS SAYLES3 years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | 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.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,817 | $61,172-84.0% | $185,851-94.7% | $79,389-87.6% |
| Participation rate | 53.4% | 66.6%-13.2pp | 81.7%-28.3pp | 70.7%-17.3pp |
| Annual return | 17.39% | 19.45%-2.1pp | 122.11%-104.7pp | 116.89%-99.5pp |
| Employer contribution / active EE | $385 | $2,321-83.4% | $5,168-92.5% | $2,428-84.1% |
| Participant deferral / active EE | $681 | $2,788-75.6% | $5,569-87.8% | $4,046-83.2% |
| Admin fee / account holder | $126 | $710-82.3% | $16,245-99.2% | $626-79.9% |