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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 25 · EIN 22-3703799 | Directed Trustee | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,302 | $40,479-94.3% | $78,210-97.1% | $62,293-96.3% |
| Participation rate | 48.9% | 54.6%-5.7pp | 68.7%-19.8pp | 69.5%-20.6pp |
| Annual return | 0.00% | 66.31%-66.3pp | 40.90%-40.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,024-100.0% | $2,034-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $475 | $1,718-72.4% | $2,823-83.2% | $3,169-85.0% |
| Admin fee / account holder | $0 | $376-100.0% | $3,758-100.0% | $479-100.0% |