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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 | $950 |
AMERICAN CENTURY3+ years Service code 28 · EIN 44-0619208 | Investment Management | $0 |
ARTISAN PARTNERS3+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
FRANKLIN TEMPLETON3+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OPPENHEIMER3+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | 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.
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 | $72,468 | $52,639+37.7% | $185,117-60.9% | $62,293+16.3% |
| Participation rate | 52.5% | 63.9%-11.3pp | 77.3%-24.7pp | 69.5%-17.0pp |
| Annual return | 19.69% | 19.57%+0.1pp | 40.50%-20.8pp | 28.90%-9.2pp |
| Employer contribution / active EE | $990 | $1,483-33.3% | $4,182-76.3% | $2,042-51.5% |
| Participant deferral / active EE | $2,428 | $3,097-21.6% | $5,045-51.9% | $3,169-23.4% |
| Admin fee / account holder | $10 | $374-97.4% | $8,159-99.9% | $479-97.9% |