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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 | $30,799 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 1600 NEWPORT CENTER · NEWPORT BEACH, CA 92660 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 13-2670991 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,374 | $59,467-48.9% | $93,727-67.6% | $74,478-59.2% |
| Participation rate | 57.8% | 59.6%-1.8pp | 68.7%-10.9pp | 67.2%-9.4pp |
| Annual return | 9.52% | 82.14%-72.6pp | 133.83%-124.3pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $439 | $1,267-65.4% | $2,421-81.9% | $2,626-83.3% |
| Participant deferral / active EE | $3,592 | $3,052+17.7% | $4,417-18.7% | $4,350-17.4% |
| Admin fee / account holder | $196 | $3,028-93.5% | $8,292-97.6% | $1,946-89.9% |