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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 | $550 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,448 | $57,096+0.6% | $94,228-39.0% | $55,191+4.1% |
| Participation rate | 11.3% | 75.7%-64.3pp | 78.8%-67.4pp | 69.2%-57.8pp |
| Annual return | 3.27% | 159.65%-156.4pp | 10.68%-7.4pp | 10.78%-7.5pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $482 | $3,165-84.8% | $4,320-88.9% | $3,046-84.2% |
| Admin fee / account holder | $11 | $89-87.2% | $6,269-99.8% | $91-87.4% |