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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,550 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC.CO Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,457 | $56,640-25.0% | $78,002-45.6% | $55,167-23.0% |
| Participation rate | 69.5% | 73.3%-3.8pp | 75.5%-6.0pp | 69.0%+0.5pp |
| Annual return | 12.14% | 2868.48%-2856.3pp | 425.99%-413.8pp | 169.23%-157.1pp |
| Employer contribution / active EE | $1,463 | $1,724-15.1% | $2,470-40.8% | $1,963-25.5% |
| Participant deferral / active EE | $2,657 | $2,778-4.3% | $3,497-24.0% | $3,054-13.0% |
| Admin fee / account holder | $12 | $467-97.5% | $5,481-99.8% | $504-97.7% |