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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $71,324 |
AMERICAN REALTY ADVISORS4 years Filed as: AM FUNDS AMERICAN BALANCED R6 Service code 28 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS4 years Filed as: AMERICAN FUNDS EUROPAC GRW R6 Service code 28 | Investment Management | $0 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN NEW WORLD R6 Service code 28 | Investment Management | $0 |
Filed as: CARILLON EAGLE MID CAP GR FD R6 Service code 28 | Investment Management | $0 |
DODGE & COX4 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DODGE & COX4 years Filed as: DODGE & COX INCOME I Service code 28 | Investment Management | $0 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLIN SMALL CAP VALUE R6 Service code 28 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,087 | $92,090-51.0% | $106,201-57.5% | $77,671-42.0% |
| Participation rate | 95.4% | 81.0%+14.3pp | 75.3%+20.1pp | 70.6%+24.8pp |
| Annual return | 14.76% | 17.89%-3.1pp | 116.26%-101.5pp | 31.21%-16.4pp |
| Employer contribution / active EE | $1,759 | $3,368-47.8% | $3,170-44.5% | $2,726-35.5% |
| Participant deferral / active EE | $5,406 | $5,386+0.4% | $5,012+7.9% | $4,648+16.3% |
| Admin fee / account holder | $160 | $219-27.1% | $11,039-98.6% | $430-62.9% |