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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $410 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
THE HARTFORD2 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Filed as: VOYA FUNDS Service code 28 7337 E. DOUBLETREE RANCH RD. · SCOTTSDALE, AZ 85258 | Investment Management | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO FUNDS Service code 28 · EIN 41-0449260 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
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 | $23,253 | $69,383-66.5% | $101,271-77.0% | $73,493-68.4% |
| Participation rate | 92.5% | 68.4%+24.2pp | 75.8%+16.7pp | 70.7%+21.9pp |
| Annual return | 69.51% | 18.46%+51.0pp | 46.48%+23.0pp | 28.51%+41.0pp |
| Employer contribution / active EE | $2,445 | $2,628-7.0% | $3,660-33.2% | $2,270+7.7% |
| Participant deferral / active EE | $3,460 | $3,301+4.8% | $4,371-20.8% | $3,740-7.5% |
| Admin fee / account holder | $2 | $704-99.7% | $5,948-100.0% | $513-99.5% |