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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $715 |
AMERICAN CENTURY1+ years Service code 28 · EIN 44-0619208 | Investment Management | $0 |
ARTISAN PARTNERS1+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OPPENHEIMER1+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ 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.
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 | $58,715 | $45,283+29.7% | $155,789-62.3% | $52,331+12.2% |
| Participation rate | 52.4% | 62.2%-9.8pp | 76.1%-23.7pp | 68.1%-15.7pp |
| Annual return | 1.37% | 1.80%-0.4pp | 71.54%-70.2pp | 4.54%-3.2pp |
| Employer contribution / active EE | $885 | $1,329-33.4% | $3,839-76.9% | $1,882-53.0% |
| Participant deferral / active EE | $2,182 | $2,854-23.6% | $4,798-54.5% | $3,022-27.8% |
| Admin fee / account holder | $7 | $981-99.2% | $7,477-99.9% | $592-98.8% |