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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 | $1,380 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4507257 | Investment Management | $0 |
EAGLEASSET2 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1520346 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,849 | $35,986+10.7% | $77,552-48.6% | $73,497-45.8% |
| Participation rate | 27.7% | 40.8%-13.1pp | 54.2%-26.4pp | 70.7%-42.9pp |
| Annual return | 15.42% | 19.26%-3.8pp | 54.82%-39.4pp | 28.51%-13.1pp |
| Employer contribution / active EE | $894 | $557+60.4% | $987-9.4% | $2,270-60.6% |
| Participant deferral / active EE | $2,616 | $1,198+118.5% | $1,861+40.6% | $3,740-30.0% |
| Admin fee / account holder | $18 | $466-96.0% | $2,859-99.4% | $513-96.4% |