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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 | $6,890 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
OPPENHEIMER1 year Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,681 | $54,573-80.4% | $90,970-88.3% | $73,497-85.5% |
| Participation rate | 67.1% | 61.2%+5.9pp | 69.0%-1.9pp | 70.7%-3.6pp |
| Annual return | 27.33% | 16.69%+10.6pp | 134.60%-107.3pp | 28.51%-1.2pp |
| Employer contribution / active EE | $1,228 | $991+23.8% | $2,122-42.1% | $2,270-45.9% |
| Participant deferral / active EE | $1,903 | $2,517-24.4% | $3,373-43.6% | $3,740-49.1% |
| Admin fee / account holder | $57 | $521-89.0% | $5,961-99.0% | $513-88.8% |