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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $380 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
LOOMIS SAYLES3 years Filed as: LOOMIS Service code 28 · EIN 04-3200030 | Investment Management | $0 |
OAKMARK5 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER5 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS3 years 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 |
THORNBURG3 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $89,988 | $73,638+22.2% | $108,405-17.0% | $79,391+13.3% |
| Participation rate | 60.6% | 77.4%-16.8pp | 80.1%-19.6pp | 70.7%-10.1pp |
| Annual return | 21.06% | 33.27%-12.2pp | 905.55%-884.5pp | 116.88%-95.8pp |
| Employer contribution / active EE | $1,906 | $2,397-20.5% | $3,559-46.5% | $2,428-21.5% |
| Participant deferral / active EE | $3,300 | $6,218-46.9% | $6,563-49.7% | $4,046-18.4% |
| Admin fee / account holder | $4 | $638-99.4% | $7,297-99.9% | $627-99.4% |