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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $51,893 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL BENEFITS CORP. Service code 11 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90503 | Actuarial | $0 |
Filed as: CARILLON EAGLE MID CAP GR FD R6 Service code 28 · EIN 59-2385219 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DFA U.S. TARGETED VALUE I Service code 28 · EIN 95-4470812 | Investment Management | $0 |
INVESCO2 years Filed as: INVESCO DEVELOPING MARKETS R6 Service code 28 · EIN 98-0557567 | Investment Management | $0 |
INVESCO2 years Filed as: INVESCO DISCOVERY Service code 28 · EIN 98-0557567 | Investment Management | $0 |
JANUS HENDERSON2 years Filed as: JANUS HENDERSON ENTERPRISE N Service code 28 · EIN 84-1202874 | Investment Management | $0 |
JP MORGAN SECURITIES LLC2 years Filed as: JP MORGAN MID CAP VAL L Service code 28 · EIN 13-4110995 | Investment Management | $0 |
Filed as: METLIFE STABLE VALUE SOLUTIONS Service code 28 · EIN 55-0790010 | Investment Management | $0 |
PGIM INVESTMENTS2 years Filed as: PGIM TOTAL RETURN BOND R6 Service code 28 · EIN 22-3703799 | 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.
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 | $51,588 | $86,897-40.6% | $151,628-66.0% | $64,814-20.4% |
| Participation rate | 48.6% | 87.3%-38.7pp | 87.5%-38.9pp | 71.5%-22.9pp |
| Annual return | 227.57% | -3.57%+231.1pp | 3.34%+224.2pp | 32.84%+194.7pp |
| Employer contribution / active EE | $1,011 | $4,010-74.8% | $6,165-83.6% | $2,507-59.7% |
| Participant deferral / active EE | $2,527 | $6,690-62.2% | $8,363-69.8% | $4,310-41.4% |
| Admin fee / account holder | $95 | $153-37.9% | $11,613-99.2% | $188-49.4% |