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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $20,691 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
BUFFALO FUNDS1 year Filed as: BUFFALO FUNDS, THE Service code 28 · EIN 48-1069845 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OPPENHEIMER3 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIONEER3 years Service code 28 · EIN 13-5657669 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1312301 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,157 | $66,302-54.5% | $110,243-72.6% | $56,287-46.4% |
| Participation rate | 51.6% | 74.9%-23.4pp | 79.8%-28.3pp | 69.9%-18.3pp |
| Annual return | -8.57% | -1.18%-7.4pp | 314.76%-323.3pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,461 | $2,047-28.6% | $3,827-61.8% | $2,111-30.8% |
| Participant deferral / active EE | $3,258 | $3,381-3.7% | $4,672-30.3% | $3,350-2.7% |
| Admin fee / account holder | $149 | $698-78.7% | $8,548-98.3% | $521-71.4% |