See peer percentile detail. $4.99 for your first month.
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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 | $10,839 |
AB FUNDS2 years Filed as: AB LARGE Service code 28 | Investment Management | $0 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 711 HIGH STREET · DES MOINES, IA 503920001 | Investment Management | $0 |
AMERICAN CENTURY2 years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
BAIRD FUNDS1 year Service code 28 777 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 33 BNY MELLON CENTER 201 · BOSTON, MA 021084408 | Securities brokerage; Shareholder ser... | $0 |
CONGRESS ASSET MANAGEMENT2 years Filed as: CONGRESS SMALL CAP Service code 38 666 FIFTH AVENUE · NEW YORK, NY 10103 | Participant Communication | $0 |
FEDERATED2 years Filed as: FEDERATED HERMES Service code 28 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTOR Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,265 | $77,523-57.1% | $100,383-66.9% | $80,874-58.9% |
| Participation rate | 66.0% | 77.0%-11.0pp | 81.5%-15.5pp | 67.6%-1.7pp |
| Annual return | 24.95% | 37.21%-12.3pp | 49.26%-24.3pp | 35.62%-10.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15,145 | $6,822+122.0% | $8,086+87.3% | $4,297+252.5% |
| Admin fee / account holder | $76 | $5,899-98.7% | $7,900-99.0% | $6,935-98.9% |