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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 | $4,004 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS2+ years Service code 25 · EIN 95-1411037 | Directed Trustee | $0 |
EAGLEASSET2+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
EAGLEASSET2+ years Filed as: EAGLEASSET FUNDS Service code 28 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN WEST FUNDS Service code 28 · EIN 95-4597302 | Investment Management | $0 |
WELL AND GOOD LLC2+ years Filed as: WELL FARGO FUNDS TRUST Service code 28 | Investment Management | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $1,147 | $44,059-97.4% | $71,671-98.4% | $69,631-98.4% |
| Participation rate | 69.0% | 60.8%+8.3pp | 68.7%+0.3pp | 70.7%-1.7pp |
| Annual return | 53.76% | 21.97%+31.8pp | 20.65%+33.1pp | 27571.02%-27517.3pp |
| Employer contribution / active EE | $192 | $1,305-85.3% | $2,460-92.2% | $2,032-90.6% |
| Participant deferral / active EE | $683 | $2,370-71.2% | $3,438-80.1% | $3,224-78.8% |
| Admin fee / account holder | $5 | $108-95.4% | $5,558-99.9% | $110-95.5% |