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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 | $3,120 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS5+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA5+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MET WEST FUNDS2 years Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $0 |
NUVEEN2 years Filed as: NUVEEN FUNDS Service code 28 430 W 7TH STREET STE 219140 · KANSAS CITY, MO 641051407 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,801-100.0% | $149,696-100.0% | $73,409-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 82.5%-82.5pp | 72.2%-72.2pp |
| Annual return | 33.74% | 265.34%-231.6pp | 276.60%-242.9pp | 59.29%-25.6pp |
| Employer contribution / active EE | $1,501 | $3,312-54.7% | $4,644-67.7% | $2,234-32.8% |
| Participant deferral / active EE | $7,581 | $6,404+18.4% | $6,842+10.8% | $3,805+99.2% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |