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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $74,323 |
SAGEPOINT FINANCIAL INC3 years Filed as: RESOURCE INVESTMENT ADVISORS, INC. Service code 16 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Consulting | $35,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,259 | $86,795-75.5% | $67,681-68.6% | $64,728-67.2% |
| Participation rate | 93.5% | 71.7%+21.8pp | 73.7%+19.8pp | 57.9%+35.6pp |
| Annual return | 9.90% | 12.58%-2.7pp | 590.58%-580.7pp | 49.38%-39.5pp |
| Employer contribution / active EE | $436 | $2,837-84.6% | $2,678-83.7% | $2,243-80.6% |
| Participant deferral / active EE | $4,204 | $3,430+22.6% | $3,976+5.7% | $2,729+54.0% |
| Admin fee / account holder | $76 | $238-67.9% | $6,100-98.7% | $1,145-93.3% |