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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 | $68,219 |
AMERICAN REALTY ADVISORS2 years Filed as: AM FUNDS AMERICAN BALANCED R6 Service code 28 | Investment Management | $0 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2 years Service code 28 · EIN 04-6171663 | Investment Management | $0 |
CALVERT2 years Filed as: CALVERT SMALL Service code 28 · EIN 52-1233223 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MET WEST Service code 28 · EIN 95-4597302 | Investment Management | $0 |
MET WEST FUNDS6 years Service code 28 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,519 | $106,230-54.3% | $147,080-67.0% | $77,736-37.6% |
| Participation rate | 93.7% | 78.4%+15.3pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 15.32% | 56.91%-41.6pp | 420.17%-404.9pp | 31.26%-15.9pp |
| Employer contribution / active EE | $730 | $4,072-82.1% | $4,933-85.2% | $2,728-73.3% |
| Participant deferral / active EE | $6,088 | $8,001-23.9% | $8,066-24.5% | $4,651+30.9% |
| Admin fee / account holder | $94 | $338-72.3% | $12,989-99.3% | $433-78.4% |