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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $18,208 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY FUNDS Service code 28 | Investment Management | $0 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS8 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA8 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | 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 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS7 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,927 | $110,258-60.2% | $102,460-57.1% | $200,096-78.0% |
| Participation rate | 36.1% | 86.3%-50.2pp | 76.5%-40.4pp | 72.0%-35.9pp |
| Annual return | 12.37% | 35.78%-23.4pp | 29.47%-17.1pp | 34.26%-21.9pp |
| Employer contribution / active EE | $1,001 | $3,605-72.2% | $3,025-66.9% | $3,038-67.0% |
| Participant deferral / active EE | $1,751 | $6,377-72.5% | $5,056-65.4% | $5,090-65.6% |
| Admin fee / account holder | $16 | $122-87.3% | $9,460-99.8% | $269-94.2% |