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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $15,955 |
COLUMBIA4 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
OPPENHEIMER2 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS4 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA4 years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
THE VANGUARD GROUP, INC.4 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 | $21,886 | $54,729-60.0% | $86,235-74.6% | $71,529-69.4% |
| Participation rate | 83.6% | 60.1%+23.4pp | 69.0%+14.6pp | 67.9%+15.6pp |
| Annual return | 20.57% | 20.07%+0.5pp | 1170.03%-1149.5pp | 28.97%-8.4pp |
| Employer contribution / active EE | $1,912 | $1,267+50.9% | $2,381-19.7% | $2,590-26.2% |
| Participant deferral / active EE | $2,944 | $3,110-5.4% | $3,987-26.2% | $4,291-31.4% |
| Admin fee / account holder | $106 | $1,921-94.5% | $6,856-98.4% | $1,588-93.3% |