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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET2 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,650 | $89,364-84.7% | $141,177-90.3% | $72,983-81.3% |
| Participation rate | 16.4% | 75.1%-58.7pp | 82.5%-66.1pp | 69.5%-53.1pp |
| Annual return | 18.10% | 111.86%-93.8pp | 71.40%-53.3pp | 81.01%-62.9pp |
| Employer contribution / active EE | $2,580 | $3,115-17.2% | $4,736-45.5% | $2,440+5.8% |
| Participant deferral / active EE | $2,237 | $5,419-58.7% | $6,710-66.7% | $3,608-38.0% |
| Admin fee / account holder | $303 | $5,959-94.9% | $10,263-97.1% | $5,124-94.1% |