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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $16,458 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 5300 ROBIN HOOD ROAD · NORFOLK, VA 23513 | Investment Management | $0 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
ALGER4+ years Filed as: FRED ALGER FUNDS Service code 28 P.O. BOX 8480 · BOSTON, MA 022668480 | Investment Management | $0 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
IVY FUNDS1 year Service code 28 6300 LAMAR AVENUE · OVERLAND PARK, KS 662024247 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OPPENHEIMER4+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,187 | $44,873-37.2% | $79,466-64.5% | $56,287-49.9% |
| Participation rate | 59.9% | 68.7%-8.8pp | 73.3%-13.5pp | 69.9%-10.0pp |
| Annual return | -6.30% | 0.81%-7.1pp | 718.28%-724.6pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,325 | $2,140-38.1% | $2,800-52.7% | $2,111-37.2% |
| Participant deferral / active EE | $3,050 | $2,746+11.1% | $3,704-17.6% | $3,350-8.9% |
| Admin fee / account holder | $128 | $418-69.5% | $5,104-97.5% | $521-75.5% |