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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $27,714 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON5+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | 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 INC5+ 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 | $17,907 | $40,174-55.4% | $84,021-78.7% | $67,579-73.5% |
| Participation rate | 93.9% | 62.7%+31.2pp | 69.0%+24.8pp | 71.3%+22.6pp |
| Annual return | 24.48% | 25.82%-1.3pp | 71.32%-46.8pp | 378.56%-354.1pp |
| Employer contribution / active EE | $1,404 | $808+73.9% | $1,984-29.2% | $2,148-34.6% |
| Participant deferral / active EE | $3,714 | $2,301+61.4% | $3,239+14.6% | $3,539+4.9% |
| Admin fee / account holder | $57 | $128-55.8% | $6,102-99.1% | $142-60.2% |