See peer percentile detail. $4.99 for your first month.
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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 | $24,945 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AQR CAPITAL MANAGEMENT LLC3 years Filed as: AQR FUNDS Service code 28 · EIN 26-3314777 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS3 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DOUBLELINE CAPITAL LP3 years Filed as: DOUBLELINE FUNDS Service code 28 · EIN 46-2184137 | Investment Management | $0 |
EATON VANCE3 years Service code 28 · EIN 04-2718215 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD3 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $31,510 | $62,624-49.7% | $177,989-82.3% | $77,643-59.4% |
| Participation rate | 26.8% | 66.8%-40.1pp | 77.1%-50.3pp | 70.6%-43.8pp |
| Annual return | 11.64% | 16.16%-4.5pp | 294.48%-282.8pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,027 | $1,909-46.2% | $3,949-74.0% | $2,726-62.3% |
| Participant deferral / active EE | $2,149 | $4,219-49.1% | $6,276-65.8% | $4,647-53.8% |
| Admin fee / account holder | $196 | $386-49.1% | $10,363-98.1% | $430-54.4% |