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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,110 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4507257 | Investment Management | $0 |
EAGLEASSET5 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
INVESCO4 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS4 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 INC5 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,920 | $27,800+94.0% | $58,561-7.9% | $71,511-24.6% |
| Participation rate | 22.7% | 34.6%-11.8pp | 50.9%-28.1pp | 67.9%-45.2pp |
| Annual return | 22.82% | 26.80%-4.0pp | 4251.33%-4228.5pp | 28.86%-6.0pp |
| Employer contribution / active EE | $797 | $632+26.2% | $1,053-24.3% | $2,589-69.2% |
| Participant deferral / active EE | $1,846 | $1,208+52.8% | $1,923-4.0% | $4,291-57.0% |
| Admin fee / account holder | $14 | $1,637-99.2% | $2,520-99.5% | $1,588-99.1% |