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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 | $59,803 |
AMERICAN CENTURY2 years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD AGGREGATE Service code 28 P.O. BOX 701 · MILWAUKEE, WI 53201 | Investment Management | $0 |
Filed as: CARILLON EAGLE Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: J HANCOCK Service code 28 · EIN 04-3483032 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE FUNDS Service code 28 100 INDEPENDENCE · PHILADELPHIA, PA 19106 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 | Investment Management | $0 |
PIONEER5 years Service code 28 · EIN 13-5657669 | Investment Management | $0 |
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.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,294 | $106,230-85.6% | $147,080-89.6% | $77,736-80.3% |
| Participation rate | 85.0% | 78.4%+6.6pp | 82.2%+2.8pp | 70.6%+14.4pp |
| Annual return | 12.87% | 56.91%-44.0pp | 420.17%-407.3pp | 31.26%-18.4pp |
| Employer contribution / active EE | $63 | $4,072-98.5% | $4,933-98.7% | $2,728-97.7% |
| Participant deferral / active EE | $2,637 | $8,001-67.0% | $8,066-67.3% | $4,651-43.3% |
| Admin fee / account holder | $119 | $338-64.8% | $12,989-99.1% | $433-72.5% |