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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $54,420 |
ALLSPRING1 year Filed as: ALLSPRING SPECIAL SMALL-CAP VAL R Service code 28 1415 VANTAGE PARK · CHARLOTTE, NC 28203 | Investment Management | $0 |
AMERICAN FUNDS2+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2+ 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 BARNEY2+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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 | $21,008 | $112,686-81.4% | $170,028-87.6% | $80,149-73.8% |
| Participation rate | 93.3% | 87.4%+5.9pp | 87.0%+6.3pp | 72.9%+20.3pp |
| Annual return | 33.33% | 67.04%-33.7pp | 53.39%-20.1pp | 40.39%-7.1pp |
| Employer contribution / active EE | $3,075 | $4,481-31.4% | $6,788-54.7% | $2,977+3.3% |
| Participant deferral / active EE | $5,330 | $7,876-32.3% | $10,409-48.8% | $5,015+6.3% |
| Admin fee / account holder | $40 | $99-59.9% | $12,820-99.7% | $145-72.6% |