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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $3,488 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-3191825 | Investment Management | $0 |
COLUMBIA3+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS Service code 15 | Recordkeeping | $0 |
TIAA3+ years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,288 | $48,471-89.1% | $182,558-97.1% | $67,582-92.2% |
| Participation rate | 25.2% | 67.2%-41.9pp | 78.0%-52.7pp | 71.3%-46.0pp |
| Annual return | 42.24% | 31.08%+11.2pp | 148.59%-106.3pp | 378.57%-336.3pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,076-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $596 | $3,324-82.1% | $5,526-89.2% | $3,539-83.2% |
| Admin fee / account holder | $26 | $151-82.9% | $8,594-99.7% | $142-81.8% |