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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $830 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN FUNDS Service code 28 · EIN 13-4064930 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET6 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
INVESCO5 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS5 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 INC6 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 | $59,775 | $62,409-4.2% | $120,524-50.4% | $74,429-19.7% |
| Participation rate | 42.6% | 56.8%-14.1pp | 71.9%-29.3pp | 67.2%-24.6pp |
| Annual return | 15.08% | 18.62%-3.5pp | 107.36%-92.3pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $897 | $1,847-51.4% | $3,469-74.1% | $2,625-65.8% |
| Participant deferral / active EE | $2,133 | $2,888-26.2% | $4,994-57.3% | $4,348-51.0% |
| Admin fee / account holder | $10 | $2,394-99.6% | $9,440-99.9% | $1,944-99.5% |