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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 | $34,293 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
CALVERT1 year Filed as: CALVERT GROUP Service code 28 · EIN 52-1233223 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MET WEST FUNDS2 years Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $0 |
PARNASSUS2 years Filed as: PARNASSUS FUNDS Service code 28 · EIN 94-6579180 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,218 | $100,801-71.0% | $149,715-80.5% | $73,412-60.2% |
| Participation rate | 97.0% | 77.7%+19.3pp | 82.5%+14.5pp | 72.2%+24.8pp |
| Annual return | 48.98% | 265.34%-216.4pp | 276.66%-227.7pp | 59.30%-10.3pp |
| Employer contribution / active EE | -$86 | $3,312-102.6% | $4,645-101.9% | $2,234-103.9% |
| Participant deferral / active EE | $5,286 | $6,404-17.5% | $6,842-22.7% | $3,806+38.9% |
| Admin fee / account holder | $61 | $181-66.1% | $9,310-99.3% | $158-61.2% |