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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $17,652 |
AMERICAN CENTURY4 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
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 | $31,259 | $185,342-83.1% | $111,297-71.9% | $86,799-64.0% |
| Participation rate | 65.7% | 81.0%-15.3pp | 77.3%-11.7pp | 72.3%-6.6pp |
| Annual return | 18.22% | 500.80%-482.6pp | 54.65%-36.4pp | 97.91%-79.7pp |
| Employer contribution / active EE | $230 | $2,246-89.8% | $2,731-91.6% | $2,405-90.4% |
| Participant deferral / active EE | $1,181 | $4,458-73.5% | $4,487-73.7% | $4,131-71.4% |
| Admin fee / account holder | $80 | $255-68.6% | $7,964-99.0% | $170-52.7% |