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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 52-1714114 | Recordkeeping | $788 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $415 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUND Service code 28 · EIN 13-2527171 | 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,263 | $56,640+77.0% | $80,977+23.8% | $57,658+73.9% |
| Participation rate | 63.7% | 75.9%-12.1pp | 75.8%-12.1pp | 70.2%-6.5pp |
| Annual return | 5.90% | 19.97%-14.1pp | 17.11%-11.2pp | 5.13%+0.8pp |
| Employer contribution / active EE | $647 | $2,085-69.0% | $3,715-82.6% | $1,974-67.2% |
| Participant deferral / active EE | $2,164 | $4,944-56.2% | $5,696-62.0% | $3,061-29.3% |
| Admin fee / account holder | $0 | $87-100.0% | $5,517-100.0% | $95-100.0% |