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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 | $150 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
VICTORY1 year Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161 | 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,848 | $48,576-90.0% | $169,452-97.1% | $56,289-91.4% |
| Participation rate | 22.4% | 65.8%-43.4pp | 77.8%-55.4pp | 69.9%-47.5pp |
| Annual return | -59.10% | -2.51%-56.6pp | 1.83%-60.9pp | -9.96%-49.1pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,157-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,013 | $3,275-69.1% | $5,277-80.8% | $3,350-69.7% |
| Admin fee / account holder | $395 | $435-9.2% | $9,110-95.7% | $521-24.2% |