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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $31,470 |
AMERICAN FUNDS1+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FUND Service code 28 · EIN 42-1520346 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260 | Investment Management | $0 |
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.
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 | $13,122 | $95,918-86.3% | $151,639-91.3% | $77,906-83.2% |
| Participation rate | 93.2% | 88.7%+4.4pp | 87.5%+5.7pp | 73.7%+19.5pp |
| Annual return | 0.00% | -5.50%+5.5pp | 3.34%-3.3pp | 12.16%-12.2pp |
| Employer contribution / active EE | $2,347 | $4,330-45.8% | $6,165-61.9% | $2,846-17.5% |
| Participant deferral / active EE | $4,356 | $7,508-42.0% | $8,363-47.9% | $4,805-9.3% |
| Admin fee / account holder | $27 | $93-70.7% | $11,613-99.8% | $133-79.4% |