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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 | $1,250 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET3 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS3 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,334 | $53,911-79.0% | $130,660-91.3% | $77,775-85.4% |
| Participation rate | 5.3% | 60.2%-55.0pp | 71.7%-66.5pp | 73.2%-67.9pp |
| Annual return | 28.17% | 21.93%+6.2pp | 1709.29%-1681.1pp | 32.58%-4.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $4,092-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $320 | $2,288-86.0% | $3,603-91.1% | $3,966-91.9% |
| Admin fee / account holder | $6 | $129-95.1% | $5,463-99.9% | $100-93.7% |