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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 | $650 |
AMERICAN CENTURY2+ years Service code 28 · EIN 44-0619208 | Investment Management | $0 |
ARTISAN PARTNERS2+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OPPENHEIMER2+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS2+ years Filed as: PIMCO 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $63,218 | $50,898+24.2% | $171,082-63.0% | $55,167+14.6% |
| Participation rate | 56.0% | 63.3%-7.2pp | 76.7%-20.7pp | 69.0%-13.0pp |
| Annual return | 7.83% | 15.34%-7.5pp | 32.56%-24.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $959 | $1,433-33.1% | $4,002-76.0% | $1,963-51.2% |
| Participant deferral / active EE | $2,339 | $2,994-21.9% | $4,797-51.2% | $3,054-23.4% |
| Admin fee / account holder | $6 | $500-98.7% | $8,520-99.9% | $504-98.8% |