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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 | $1,804 |
OAKMARK2+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OAKMARK2+ years Filed as: OAKMARK FUNDS Service code 28 | Investment Management | $0 |
OPPENHEIMER2+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUNDS Service code 28 | Investment Management | $0 |
RIDGEWORTH1 year Service code 28 · EIN 58-1604573 | Investment Management | $0 |
RIDGEWORTH1 year Filed as: RIDGEWORTH FUNDS Service code 28 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,943 | $38,969+41.0% | $109,313-49.7% | $55,167-0.4% |
| Participation rate | 62.3% | 58.2%+4.1pp | 71.3%-9.0pp | 69.0%-6.7pp |
| Annual return | 7.61% | 8.26%-0.7pp | 22.07%-14.5pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,616 | $2,176+112.2% | $3,166+45.8% | $3,054+51.2% |
| Admin fee / account holder | $16 | $501-96.8% | $5,666-99.7% | $504-96.8% |