Filed March 25, 2026
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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 | $31,963 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL FUNDS Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK6 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON4 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS6 years Filed as: GOLDMAN SACH FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
JANUS HENDERSON6 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,513 | $52,172-70.3% | $56,033-72.3% | $106,553-85.4% |
| Participation rate | 3.5% | 32.5%-29.0pp | 52.5%-48.9pp | 69.8%-66.3pp |
| Annual return | 15.12% | 17.21%-2.1pp | 1711.38%-1696.3pp | 17.37%-2.3pp |
| Employer contribution / active EE | $13 | $613-97.8% | $1,041-98.7% | $3,359-99.6% |
| Participant deferral / active EE | $94 | $1,424-93.4% | $1,954-95.2% | $5,562-98.3% |
| Admin fee / account holder | $73 | $90-19.3% | $2,827-97.4% | $80-8.4% |