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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $32,480 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OPPENHEIMER1 year Service code 28 | Investment Management | $0 |
OPPENHEIMER4+ 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 INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,066 | $35,485-54.7% | $74,551-78.4% | $55,725-71.2% |
| Participation rate | 98.8% | 62.5%+36.3pp | 69.1%+29.7pp | 70.9%+27.9pp |
| Annual return | -7.07% | 0.72%-7.8pp | 32.53%-39.6pp | 244.93%-252.0pp |
| Employer contribution / active EE | $1,468 | $777+88.8% | $1,961-25.1% | $2,078-29.4% |
| Participant deferral / active EE | $3,923 | $2,181+79.9% | $3,108+26.2% | $3,356+16.9% |
| Admin fee / account holder | $78 | $114-31.7% | $5,059-98.5% | $115-32.2% |