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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,210 |
AB FUNDS1 year Filed as: AM FUNDS Service code 28 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 | Investment Management | $0 |
COHEN & STEERS5 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
EAGLEASSET8 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON5 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO6 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES INVSMT Service code 28 | 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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,578 | $99,062-85.3% | $129,207-88.7% | $99,062-85.3% |
| Participation rate | 2.0% | 71.6%-69.7pp | 69.6%-67.7pp | 71.6%-69.7pp |
| Annual return | 11.04% | 17.66%-6.6pp | 9417.33%-9406.3pp | 17.66%-6.6pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $4,153-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $92 | $5,331-98.3% | $4,168-97.8% | $5,331-98.3% |
| Admin fee / account holder | $4 | $109-96.7% | $7,715-100.0% | $109-96.7% |