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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $42,879 |
ACTUARIAL BENEFITS CORP7 years Filed as: ACTUARIAL BENEFITS CORP. Service code 11 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Actuarial | $0 |
Filed as: ALL SPRING GLOBAL FUNDS Service code 28 | Investment Management | $0 |
Filed as: ALL SPRINGS GLOBAL FUNDS Service code 28 · EIN 95-3692822 | Investment Management | $0 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BEACON FUNDS Service code 25 · EIN 75-2401150 | Directed Trustee | $0 |
AMERICAN FUNDS10+ years Service code 28 · EIN 95-6817943 | Investment Management | $0 |
EAGLEASSET10+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
EAGLEASSET10+ years Filed as: EAGLEASSET FUNDS Service code 28 | Investment Management | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,733-100.0% | $92,985-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 74.6%-74.6pp | 69.5%-69.5pp | 80.7%-80.7pp |
| Annual return | 2.32% | 30.39%-28.1pp | 27.99%-25.7pp | 172.34%-170.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |