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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $62,988 |
AMERICAN REALTY ADVISORS9 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
BLACKROCK9 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
BUFFALO FUNDS7 years Filed as: BUFFALO FUNDS, THE Service code 28 · EIN 48-1069845 | Investment Management | $0 |
COHEN & STEERS5 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA9 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO4 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT9 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,333 | $88,186+8.1% | $165,071-42.2% | $74,459+28.0% |
| Participation rate | 59.2% | 73.1%-14.0pp | 78.6%-19.5pp | 67.2%-8.1pp |
| Annual return | 13.96% | 17.13%-3.2pp | 70.17%-56.2pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $2,627 | $2,600+1.0% | $4,347-39.6% | $2,626+0.1% |
| Participant deferral / active EE | $5,344 | $4,505+18.6% | $6,035-11.4% | $4,350+22.9% |
| Admin fee / account holder | $450 | $2,234-79.9% | $12,695-96.5% | $1,945-76.9% |