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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $210,999 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $41,250 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $5,687 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Account maintenance fees; Securities ... | $503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,741 | $80,412-23.2% | $109,191-43.5% | $101,555-39.2% |
| Participation rate | 34.4% | 84.4%-50.0pp | 75.9%-41.5pp | 74.5%-40.2pp |
| Annual return | 13.78% | 16.17%-2.4pp | 25.76%-12.0pp | 21.00%-7.2pp |
| Employer contribution / active EE | $1,252 | $3,731-66.4% | $3,723-66.4% | $2,972-57.9% |
| Participant deferral / active EE | $2,422 | $3,396-28.7% | $4,653-48.0% | $4,874-50.3% |
| Admin fee / account holder | $59 | $135-56.4% | $6,756-99.1% | $139-57.9% |