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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $12,236 |
COLUMBIA3 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS3 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA3 years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,779 | $49,471-72.1% | $79,583-82.7% | $66,949-79.4% |
| Participation rate | 80.6% | 61.4%+19.2pp | 69.5%+11.1pp | 69.8%+10.7pp |
| Annual return | -10.50% | 84.30%-94.8pp | 0.16%-10.7pp | 1.57%-12.1pp |
| Employer contribution / active EE | $1,498 | $1,266+18.3% | $2,414-38.0% | $2,545-41.2% |
| Participant deferral / active EE | $2,103 | $3,160-33.5% | $3,986-47.2% | $4,239-50.4% |
| Admin fee / account holder | $74 | $595-87.5% | $6,835-98.9% | $594-87.5% |