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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 | $2,860 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN FUND Service code 28 501 COMMERCE STREET · NASHVILLE, TN 37203 | Investment Management | $0 |
COHEN & STEERS1 year Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS8+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET5 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO4 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,731 | $68,110-66.6% | $155,534-85.4% | $99,314-77.1% |
| Participation rate | 7.0% | 67.8%-60.8pp | 78.2%-71.3pp | 71.7%-64.7pp |
| Annual return | 22.32% | 16.16%+6.2pp | 64.92%-42.6pp | 17.67%+4.7pp |
| Employer contribution / active EE | $127 | $2,291-94.5% | $4,675-97.3% | $3,264-96.1% |
| Participant deferral / active EE | $382 | $3,865-90.1% | $5,630-93.2% | $5,346-92.9% |
| Admin fee / account holder | $7 | $94-92.7% | $15,900-100.0% | $109-93.7% |