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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8 years Filed as: T. ROWE PRICEC RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,650 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
PIMCO FUNDS8 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG6 years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,317 | $62,166+1.9% | $81,353-22.2% | $74,459-15.0% |
| Participation rate | 48.5% | 64.1%-15.6pp | 69.5%-21.1pp | 67.2%-18.7pp |
| Annual return | 14.90% | 16.50%-1.6pp | 24.82%-9.9pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $185 | $1,881-90.1% | $2,464-92.5% | $2,626-92.9% |
| Participant deferral / active EE | $3,334 | $3,223+3.4% | $3,885-14.2% | $4,350-23.3% |
| Admin fee / account holder | $15 | $1,925-99.2% | $5,766-99.7% | $1,945-99.2% |