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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 | $4,050 |
Filed as: DFA Service code 28 · EIN 45-5614715 | Investment Management | $0 |
Filed as: MFS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OPPENHEIMER1 year Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: TRP Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,339 | $42,546-68.6% | $71,796-81.4% | $55,167-75.8% |
| Participation rate | 93.0% | 59.1%+33.9pp | 69.1%+23.9pp | 69.0%+24.0pp |
| Annual return | 4.82% | 12.36%-7.5pp | 78.04%-73.2pp | 169.23%-164.4pp |
| Employer contribution / active EE | $662 | $803-17.6% | $1,924-65.6% | $1,963-66.3% |
| Participant deferral / active EE | $1,907 | $2,064-7.6% | $2,794-31.8% | $3,054-37.6% |
| Admin fee / account holder | $7 | $650-98.8% | $4,815-99.8% | $504-98.5% |