Filed May 10, 2018 (most recent of 5 filings on file)
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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 | $48,386 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN FUNDS Service code 28 501 COMMERCE STREET · NASHVILLE, TN 37203 | Investment Management | $0 |
AMERICAN FUNDS8 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 28 · EIN 13-5673135 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
PIMCO FUNDS8 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PUTNAM MUTUAL FUNDS Service code 28 · EIN 36-4488942 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,687 | $55,694-46.7% | $81,844-63.7% | $199,960-85.2% |
| Participation rate | 14.8% | 62.7%-47.9pp | 72.4%-57.6pp | 72.0%-57.2pp |
| Annual return | 14.60% | 19.59%-5.0pp | 778.87%-764.3pp | 34.28%-19.7pp |
| Employer contribution / active EE | $326 | $2,114-84.6% | $2,916-88.8% | $3,036-89.3% |
| Participant deferral / active EE | $553 | $3,299-83.2% | $4,323-87.2% | $5,087-89.1% |
| Admin fee / account holder | $76 | $348-78.1% | $7,355-99.0% | $269-71.7% |