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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 | $3,815 |
AMERICAN FUNDS3+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
LEGG MASON3+ years Service code 28 · EIN 52-1200960 | 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.
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).
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 | $7,745 | $63,114-87.7% | $92,893-91.7% | $65,185-88.1% |
| Participation rate | 24.0% | 68.8%-44.8pp | 76.0%-52.0pp | 70.2%-46.2pp |
| Annual return | 24.50% | 28.75%-4.3pp | 109.41%-84.9pp | 29.38%-4.9pp |
| Employer contribution / active EE | $300 | $2,571-88.3% | $3,653-91.8% | $2,177-86.2% |
| Participant deferral / active EE | $909 | $3,108-70.8% | $4,236-78.5% | $3,514-74.1% |
| Admin fee / account holder | $55 | $624-91.1% | $5,794-99.0% | $847-93.5% |