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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 | $5,400 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUND Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON3+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,350 | $48,064-63.9% | $78,778-78.0% | $69,631-75.1% |
| Participation rate | 96.5% | 61.6%+35.0pp | 69.2%+27.3pp | 70.7%+25.9pp |
| Annual return | 26.23% | 21.81%+4.4pp | 35.62%-9.4pp | 27571.02%-27544.8pp |
| Employer contribution / active EE | $1,278 | $744+71.9% | $1,986-35.6% | $2,032-37.1% |
| Participant deferral / active EE | $3,902 | $2,079+87.7% | $2,958+31.9% | $3,224+21.0% |
| Admin fee / account holder | $15 | $152-90.3% | $5,134-99.7% | $110-86.7% |