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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 | $21,156 |
AQR CAPITAL MANAGEMENT LLC2 years Filed as: AQR FUNDS Service code 28 TWO GREENWICH PLAZA, · GREENWICH, CT 06830 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA2 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DOUBLELINE CAPITAL LP2 years Filed as: DOUBLELINE FUNDS Service code 28 2002 N. TAMPA ST. SUITE 200 · TAMPA, FL 33602 | Investment Management | $0 |
EATON VANCE2 years Service code 28 · EIN 04-2718215 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD2 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
JANUS HENDERSON2 years 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.
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 | $28,850 | $56,638-49.1% | $169,368-83.0% | $74,419-61.2% |
| Participation rate | 22.1% | 67.5%-45.4pp | 77.1%-55.0pp | 70.7%-48.6pp |
| Annual return | 15.98% | 24.75%-8.8pp | 405.60%-389.6pp | 34.38%-18.4pp |
| Employer contribution / active EE | $871 | $2,027-57.0% | $4,013-78.3% | $2,637-67.0% |
| Participant deferral / active EE | $1,652 | $4,223-60.9% | $6,221-73.5% | $4,528-63.5% |
| Admin fee / account holder | $175 | $307-43.0% | $9,003-98.1% | $348-49.7% |