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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $7,273 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2869117 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $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.
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).
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 | $25,693 | $62,267-58.7% | $110,243-76.7% | $55,725-53.9% |
| Participation rate | 66.5% | 78.1%-11.6pp | 79.8%-13.3pp | 70.9%-4.3pp |
| Annual return | -2.70% | -1.07%-1.6pp | 314.76%-317.5pp | 244.93%-247.6pp |
| Employer contribution / active EE | $1,485 | $1,941-23.5% | $3,827-61.2% | $2,078-28.5% |
| Participant deferral / active EE | $1,769 | $3,516-49.7% | $4,672-62.1% | $3,356-47.3% |
| Admin fee / account holder | $24 | $121-80.2% | $8,548-99.7% | $115-79.2% |