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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $500 |
DODGE & COX3+ years Service code 28 | Investment Management | $0 |
DODGE & COX3+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $0 |
OPPENHEIMER3+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,495 | $64,909-48.4% | $82,313-59.3% | $62,293-46.2% |
| Participation rate | 53.8% | 74.9%-21.1pp | 76.9%-23.1pp | 69.5%-15.7pp |
| Annual return | 16.03% | 21.18%-5.1pp | 25.88%-9.8pp | 28.90%-12.9pp |
| Employer contribution / active EE | $154 | $1,676-90.8% | $2,428-93.7% | $2,042-92.5% |
| Participant deferral / active EE | $1,541 | $3,103-50.4% | $3,706-58.4% | $3,169-51.4% |
| Admin fee / account holder | $4 | $440-99.2% | $5,608-99.9% | $479-99.2% |