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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 | $33,555 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
Filed as: ALLIANCE Service code 28 | Investment Management | $0 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 02-0639354 | Investment Management | $0 |
AMERICAN CENTURY2 years Service code 28 · EIN 43-1940464 | Investment Management | $0 |
COLUMBIA2 years Service code 25 · EIN 93-0577450 | Directed Trustee | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN Service code 28 · EIN 13-3575636 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,906 | $59,535-68.2% | $90,161-79.0% | $62,293-69.7% |
| Participation rate | 89.3% | 73.0%+16.3pp | 76.9%+12.5pp | 69.5%+19.8pp |
| Annual return | 19.17% | 23.53%-4.4pp | 34.89%-15.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,802 | $4,639-18.0% | $5,287-28.1% | $3,169+20.0% |
| Admin fee / account holder | $89 | $337-73.6% | $5,943-98.5% | $479-81.4% |