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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $46,198 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS, L Service code 28 PO BOX 735399 · DALLAS, TX 753735399 | Investment Management | $5,930 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN FUNDS Service code 28 501 COMMERCE STREET · NASHVILLE, TN 37203 | Investment Management | $0 |
AMERICAN CENTURY10+ years Filed as: AMERICAN CENTURY FUNDS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | 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 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT9 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1312301 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,753 | $108,719-19.3% | $101,326-13.4% | $85,563+2.6% |
| Participation rate | 79.0% | 80.9%-1.9pp | 81.5%-2.5pp | 66.0%+13.0pp |
| Annual return | 13.44% | 20.95%-7.5pp | 36.82%-23.4pp | 31.51%-18.1pp |
| Employer contribution / active EE | $762 | $3,114-75.5% | $3,665-79.2% | $2,654-71.3% |
| Participant deferral / active EE | $5,534 | $8,545-35.2% | $7,994-30.8% | $4,375+26.5% |
| Admin fee / account holder | $164 | $685-76.1% | $11,185-98.5% | $834-80.4% |