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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 | $12,603 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
ALGER3+ years Filed as: FRED ALGER FUNDS Service code 28 P.O. BOX 8480 · BOSTON, MA 022668480 | Investment Management | $0 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 20-2699715 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,083 | $50,637-32.7% | $86,582-60.6% | $62,293-45.3% |
| Participation rate | 48.4% | 67.9%-19.5pp | 73.5%-25.2pp | 69.5%-21.1pp |
| Annual return | 21.34% | 20.80%+0.5pp | 965.08%-943.7pp | 28.90%-7.6pp |
| Employer contribution / active EE | $181 | $2,075-91.3% | $2,839-93.6% | $2,042-91.1% |
| Participant deferral / active EE | $2,546 | $2,611-2.5% | $3,609-29.4% | $3,169-19.7% |
| Admin fee / account holder | $136 | $413-67.2% | $4,904-97.2% | $479-71.7% |