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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,440 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-2653265 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA6+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DWS FUNDS6+ years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
EAGLEASSET6+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON6+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,852 | $99,957-17.1% | $149,745-44.7% | $73,497+12.7% |
| Participation rate | 68.8% | 75.7%-6.9pp | 82.5%-13.6pp | 70.7%-1.8pp |
| Annual return | 20.33% | 53.87%-33.5pp | 276.72%-256.4pp | 28.51%-8.2pp |
| Employer contribution / active EE | $2,040 | $3,191-36.1% | $4,646-56.1% | $2,270-10.1% |
| Participant deferral / active EE | $8,158 | $6,073+34.3% | $6,843+19.2% | $3,740+118.1% |
| Admin fee / account holder | $78 | $551-85.9% | $9,312-99.2% | $513-84.8% |