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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 | $28,224 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
LEGG MASON2 years Filed as: LEGG MASON FUNDS Service code 28 · EIN 52-1200960 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,874 | $41,647-66.7% | $96,139-85.6% | $86,799-84.0% |
| Participation rate | 92.8% | 50.2%+42.6pp | 68.4%+24.4pp | 72.3%+20.5pp |
| Annual return | 15.81% | 27.24%-11.4pp | 191.94%-176.1pp | 97.91%-82.1pp |
| Employer contribution / active EE | $808 | $1,318-38.7% | $2,797-71.1% | $2,405-66.4% |
| Participant deferral / active EE | $1,409 | $2,412-41.6% | $4,349-67.6% | $4,131-65.9% |
| Admin fee / account holder | $44 | $169-73.8% | $5,537-99.2% | $170-73.8% |