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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $73,085 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET2+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
INVESCO2+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS2+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ 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 INC2+ 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,505 | $99,168-69.2% | $96,534-68.4% | $74,460-59.0% |
| Participation rate | 98.6% | 80.7%+17.9pp | 76.0%+22.6pp | 70.7%+27.9pp |
| Annual return | 52.16% | 22.40%+29.8pp | 25.88%+26.3pp | 34.38%+17.8pp |
| Employer contribution / active EE | $6,241 | $2,570+142.9% | $2,965+110.4% | $2,638+136.6% |
| Participant deferral / active EE | $5,269 | $4,936+6.7% | $4,851+8.6% | $4,530+16.3% |
| Admin fee / account holder | $111 | $225-50.7% | $8,253-98.7% | $348-68.1% |