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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: TRP Service code 15 · EIN 52-1309931 | Recordkeeping | $10,216 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,507 |
AMERICAN CENTURY1 year Service code 28 · EIN 43-1765630 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS28 Service code 28 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACK ROCK Service code 28 · EIN 04-6171863 | Investment Management | $0 |
BLACKROCK1 year Service code 28 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS1 year Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO1 year Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,227 | $60,165-66.4% | $74,184-72.7% | $55,167-63.3% |
| Participation rate | 84.1% | 74.2%+10.0pp | 76.6%+7.5pp | 69.0%+15.1pp |
| Annual return | 5.77% | 10.00%-4.2pp | 17.74%-12.0pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,230 | $1,600-23.1% | $2,370-48.1% | $1,963-37.3% |
| Participant deferral / active EE | $2,817 | $2,973-5.2% | $3,550-20.6% | $3,054-7.8% |
| Admin fee / account holder | $128 | $419-69.4% | $5,586-97.7% | $504-74.6% |