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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $17,759 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
BBVA SECURITIES INC3+ years Service code 55 1345 AVE OF THE AMERICAS 45TH FL · NEW YORK, NY 10105 | Other Commissions | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
BUFFALO FUNDS2 years Service code 28 · EIN 48-1069845 | Investment Management | $0 |
COLUMBIA2 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OPPENHEIMER2 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIONEER2 years 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).
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 | $30,016 | $71,192-57.8% | $117,861-74.5% | $62,293-51.8% |
| Participation rate | 42.8% | 74.2%-31.4pp | 79.7%-36.9pp | 69.5%-26.7pp |
| Annual return | 17.85% | 18.66%-0.8pp | 335.11%-317.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,163 | $1,934-39.9% | $3,786-69.3% | $2,042-43.0% |
| Participant deferral / active EE | $2,525 | $3,189-20.8% | $4,482-43.7% | $3,169-20.3% |
| Admin fee / account holder | $144 | $587-75.4% | $8,021-98.2% | $479-69.9% |