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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $679 |
EAGLEASSET1 year Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | 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.
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).
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 | $10,297 | $52,149-80.3% | $122,354-91.6% | $77,958-86.8% |
| Participation rate | 3.2% | 58.6%-55.4pp | 71.6%-68.5pp | 71.6%-68.5pp |
| Annual return | 15.19% | 17.75%-2.6pp | 30.28%-15.1pp | 20.87%-5.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $4,051-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $166 | $2,114-92.2% | $3,287-95.0% | $3,537-95.3% |
| Admin fee / account holder | $4 | $93-95.3% | $5,479-99.9% | $97-95.5% |