Filed March 29, 2019 (most recent of 2 filings on file)
Total covered: 4 employees
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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 | $10,448 |
CALVERT2 years Filed as: CALVERT GROUP Service code 28 · EIN 52-1233223 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1312301 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T.ROWE PRICE RPS, INC 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,529 | $37,196-66.3% | $154,111-91.9% | $55,725-77.5% |
| Participation rate | 27.3% | 64.1%-36.8pp | 83.0%-55.7pp | 70.9%-43.5pp |
| Annual return | -4.41% | 1319.68%-1324.1pp | 735.18%-739.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $664 | $1,614-58.9% | $5,298-87.5% | $2,078-68.1% |
| Participant deferral / active EE | $1,014 | $2,068-51.0% | $5,081-80.0% | $3,356-69.8% |
| Admin fee / account holder | $82 | $102-19.7% | $13,411-99.4% | $115-29.1% |