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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $2,495 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $245 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
BBVA SECURITIES INC2+ years Service code 55 1345 AVE OF THE AMERICAS 45TH FL · NEW YORK, NY 10105 | Other Commissions | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
BUFFALO FUNDS1 year Service code 28 · EIN 48-1069845 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIONEER1 year Service code 28 · EIN 13-5657669 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,638 | $63,924-64.6% | $108,582-79.2% | $55,167-59.0% |
| Participation rate | 47.5% | 74.3%-26.9pp | 79.6%-32.1pp | 69.0%-21.5pp |
| Annual return | 23.84% | 15.31%+8.5pp | -51.70%+75.5pp | 169.23%-145.4pp |
| Employer contribution / active EE | $1,157 | $1,879-38.4% | $3,758-69.2% | $1,963-41.0% |
| Participant deferral / active EE | $2,267 | $3,067-26.1% | $4,311-47.4% | $3,054-25.8% |
| Admin fee / account holder | $24 | $618-96.1% | $7,645-99.7% | $504-95.3% |