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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $49,774 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
Filed as: DFA Service code 28 | Investment Management | $0 |
Filed as: DIMENSIONAL Service code 28 · EIN 95-4470812 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD Service code 28 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MFS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PGIM INVESTMENTS1 year Filed as: PGIM Service code 28 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,992 | $50,815+10.2% | $155,509-64.0% | $77,643-27.9% |
| Participation rate | 54.5% | 63.1%-8.6pp | 78.2%-23.7pp | 70.6%-16.1pp |
| Annual return | 12.04% | 34.80%-22.8pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $701 | $1,993-64.8% | $4,672-85.0% | $2,726-74.3% |
| Participant deferral / active EE | $2,156 | $2,822-23.6% | $5,626-61.7% | $4,647-53.6% |
| Admin fee / account holder | $186 | $437-57.3% | $15,912-98.8% | $430-56.7% |