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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 | $25,430 |
AMERICAN FUNDS5+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5+ 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 |
INVESCO5+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS HENDERSON5+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: SCHWABE, WILLIAMSON & WYATT Service code 28 1211 SOUTHWEST 5TH AVE., SUITE 1900 · PORTLAND, OR 97204 | Investment Management | $0 |
T ROWE PRICE RPS INC5+ years Service code 15 | Recordkeeping | $0 |
TIAA5+ years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,869 | $45,022-69.2% | $85,126-83.7% | $77,714-82.2% |
| Participation rate | 40.8% | 48.7%-7.9pp | 67.5%-26.7pp | 70.6%-29.8pp |
| Annual return | 11.03% | 79.38%-68.3pp | 66.63%-55.6pp | 31.26%-20.2pp |
| Employer contribution / active EE | $244 | $1,610-84.8% | $2,731-91.1% | $2,727-91.0% |
| Participant deferral / active EE | $761 | $2,811-72.9% | $4,523-83.2% | $4,649-83.6% |
| Admin fee / account holder | $120 | $913-86.9% | $6,160-98.1% | $433-72.3% |