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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $23,749 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY3+ years Service code 28 | Investment Management | $0 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INVESTMENT Service code 28 · EIN 20-0623152 | Investment Management | $0 |
COLUMBIA3+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUND Service code 28 | 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 |
FRANKLIN TEMPLETON3+ years Service code 28 · EIN 13-2670091 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,845 | $60,545-72.2% | $92,233-81.7% | $69,631-75.8% |
| Participation rate | 87.1% | 72.2%+15.0pp | 76.5%+10.7pp | 70.7%+16.5pp |
| Annual return | 18.52% | 19.71%-1.2pp | 176.28%-157.8pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $343 | $2,633-87.0% | $3,679-90.7% | $2,032-83.1% |
| Participant deferral / active EE | $1,698 | $2,828-40.0% | $3,897-56.4% | $3,224-47.3% |
| Admin fee / account holder | $53 | $145-63.1% | $5,194-99.0% | $110-51.7% |