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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $18,569 |
Filed as: AQR FUNDS Service code 28 TWO GREENWICH PLAZA, · GREENWICH, CT 06830 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS1 year Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DOUBLELINE CAPITAL LP1 year Filed as: DOUBLELINE FUNDS Service code 28 2002 N. TAMPA ST. SUITE 200 · TAMPA, FL 33602 | Investment Management | $0 |
EATON VANCE1 year Service code 28 · EIN 04-2718215 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,608 | $50,458-63.1% | $159,960-88.4% | $64,808-71.3% |
| Participation rate | 29.1% | 68.0%-38.9pp | 78.0%-48.9pp | 71.5%-42.4pp |
| Annual return | -17.49% | -13.42%-4.1pp | 408.60%-426.1pp | 32.82%-50.3pp |
| Employer contribution / active EE | $876 | $1,722-49.1% | $4,226-79.3% | $2,506-65.0% |
| Participant deferral / active EE | $1,609 | $4,004-59.8% | $6,182-74.0% | $4,310-62.7% |
| Admin fee / account holder | $134 | $706-81.1% | $8,698-98.5% | $188-28.9% |