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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $55,632 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET1+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
INVESCO1+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS1+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FUNDS Service code 28 430 W 7TH ST, STE 219971 · KANSAS CITY, MO 641051407 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
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 | $23,828 | $72,303-67.0% | $86,698-72.5% | $64,819-63.2% |
| Participation rate | 97.2% | 80.4%+16.8pp | 76.6%+20.6pp | 71.5%+25.8pp |
| Annual return | -14.75% | 392.77%-407.5pp | 35.95%-50.7pp | 32.84%-47.6pp |
| Employer contribution / active EE | $4,411 | $2,393+84.3% | $2,837+55.5% | $2,507+75.9% |
| Participant deferral / active EE | $5,076 | $4,660+8.9% | $4,656+9.0% | $4,311+17.8% |
| Admin fee / account holder | $132 | $174-23.9% | $7,493-98.2% | $188-29.5% |