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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $25,714 |
DIMENSIONAL FUND ADVISORS4+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET4+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
INVESCO4+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS HENDERSON4+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS4+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL FUND Service code 28 PO BOX 219971 · KANSAS CITY, MO 64121 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,263 | $55,347-70.6% | $120,574-86.5% | $199,960-91.9% |
| Participation rate | 13.3% | 52.9%-39.5pp | 71.9%-58.6pp | 72.0%-58.6pp |
| Annual return | 26.14% | 15.37%+10.8pp | 107.42%-81.3pp | 34.28%-8.1pp |
| Employer contribution / active EE | $135 | $1,296-89.5% | $3,471-96.1% | $3,036-95.5% |
| Participant deferral / active EE | $397 | $2,350-83.1% | $4,996-92.1% | $5,087-92.2% |
| Admin fee / account holder | $57 | $134-57.8% | $9,445-99.4% | $269-79.0% |