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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $35,962 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON6+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
PIMCO FUNDS2 years 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 INC6+ 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 | $22,059 | $54,573-59.6% | $90,970-75.8% | $73,493-70.0% |
| Participation rate | 97.8% | 61.2%+36.6pp | 69.0%+28.8pp | 70.7%+27.1pp |
| Annual return | 18.47% | 16.69%+1.8pp | 134.58%-116.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,653 | $991+66.7% | $2,122-22.1% | $2,270-27.2% |
| Participant deferral / active EE | $4,375 | $2,517+73.8% | $3,373+29.7% | $3,740+17.0% |
| Admin fee / account holder | $79 | $521-84.9% | $5,960-98.7% | $513-84.6% |