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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 | $117,460 |
ALLSPRING2 years Filed as: ALLSPRING SPECIAL SMALL-CAP VAL R Service code 28 1415 VANTAGE PARK · CHARLOTTE, NC 28203 | Investment Management | $0 |
BLACKROCK3+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: EUROPACIFIC GROWTH FUND Service code 28 · EIN 38-7289843 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL FUND Service code 28 · EIN 42-1520346 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,808 | $122,585-77.3% | $184,256-84.9% | $200,096-86.1% |
| Participation rate | 92.4% | 86.9%+5.4pp | 86.8%+5.6pp | 72.0%+20.4pp |
| Annual return | 51.20% | 144.12%-92.9pp | 28.85%+22.4pp | 34.26%+16.9pp |
| Employer contribution / active EE | $3,422 | $4,571-25.1% | $6,427-46.8% | $3,038+12.7% |
| Participant deferral / active EE | $6,318 | $7,972-20.7% | $9,133-30.8% | $5,090+24.1% |
| Admin fee / account holder | $60 | $120-50.2% | $13,899-99.6% | $269-77.8% |