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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $100 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year 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.
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.
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 | $3,816 | $32,865-88.4% | $75,826-95.0% | $56,289-93.2% |
| Participation rate | 47.4% | 53.0%-5.6pp | 68.2%-20.9pp | 69.9%-22.5pp |
| Annual return | 14.49% | -5.01%+19.5pp | 1914.15%-1899.7pp | -9.96%+24.5pp |
| Employer contribution / active EE | $171 | $891-80.8% | $1,913-91.1% | $2,111-91.9% |
| Participant deferral / active EE | $655 | $1,683-61.1% | $2,862-77.1% | $3,350-80.5% |
| Admin fee / account holder | $1 | $185-99.5% | $4,726-100.0% | $521-99.8% |