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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 | $1,280 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4507257 | Investment Management | $0 |
EAGLEASSET3 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
INVESCO2 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS2 years 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 INC3 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,038 | $39,286+47.7% | $80,741-28.1% | $79,391-26.9% |
| Participation rate | 33.8% | 41.0%-7.2pp | 54.2%-20.4pp | 70.7%-36.9pp |
| Annual return | 41.13% | 98.95%-57.8pp | 87.30%-46.2pp | 116.88%-75.8pp |
| Employer contribution / active EE | $1,024 | $594+72.4% | $1,160-11.8% | $2,428-57.8% |
| Participant deferral / active EE | $2,664 | $1,264+110.8% | $2,145+24.2% | $4,046-34.2% |
| Admin fee / account holder | $18 | $647-97.3% | $3,380-99.5% | $627-97.2% |