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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 | $22,458 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
EAGLEASSET2 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
LORD ABBETT2 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,356 | $52,293+153.1% | $178,490-25.8% | $73,409+80.3% |
| Participation rate | 0.0% | 65.3%-65.3pp | 81.9%-81.9pp | 72.2%-72.2pp |
| Annual return | 23.75% | 34.75%-11.0pp | 151.07%-127.3pp | 59.29%-35.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,476 | $2,332+49.0% | $5,202-33.2% | $3,805-8.7% |
| Admin fee / account holder | $681 | $127+434.4% | $13,984-95.1% | $158+331.1% |