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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,464 |
BLACKROCK1+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: SCHWABE, WILLIAMSON & WYATT Service code 28 1211 SOUTHWEST 5TH AVE., SUITE 1900 · PORTLAND, OR 97204 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA1+ years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,640 | $53,901-82.1% | $134,162-92.8% | $73,497-86.9% |
| Participation rate | 49.3% | 62.8%-13.6pp | 72.2%-22.9pp | 70.7%-21.4pp |
| Annual return | 11.38% | 15.82%-4.4pp | 36.35%-25.0pp | 28.51%-17.1pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,473 | $2,739-46.2% | $3,500-57.9% | $3,740-60.6% |
| Admin fee / account holder | $40 | $581-93.2% | $6,685-99.4% | $513-92.3% |