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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 | $2,100 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENT MGT Service code 28 P.O. BOX 419200 · KANSAS CITY, MO 64141 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DWS FUNDS1+ years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
EAGLEASSET1+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,441 | $70,002-46.5% | $115,038-67.5% | $52,331-28.5% |
| Participation rate | 65.7% | 72.1%-6.4pp | 81.4%-15.7pp | 68.1%-2.4pp |
| Annual return | -0.08% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,683 | $2,715-38.0% | $4,608-63.5% | $1,882-10.5% |
| Participant deferral / active EE | $6,721 | $4,920+36.6% | $6,026+11.5% | $3,022+122.4% |
| Admin fee / account holder | $11 | $566-98.0% | $8,175-99.9% | $592-98.1% |