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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $2,800 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AB FUNDS1+ years Filed as: ALLIANCE BERSTEIN Service code 28 | Investment Management | $0 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BEACON Service code 28 · EIN 75-2401150 | Investment Management | $0 |
COLUMBIA2+ years Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DODGE & COX2+ years Filed as: DODGE AND COX Service code 28 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS2+ years Service code 25 · EIN 98-0551709 | Directed Trustee | $0 |
INVESCO2+ years Service code 28 · EIN 26-4521338 | 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).
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 | $29,855 | $107,378-72.2% | $108,582-72.5% | $57,658-48.2% |
| Participation rate | 62.5% | 77.1%-14.6pp | 79.6%-17.1pp | 70.2%-7.7pp |
| Annual return | 12.03% | 12.80%-0.8pp | -51.70%+63.7pp | 5.13%+6.9pp |
| Employer contribution / active EE | $2,365 | $1,782+32.7% | $3,758-37.1% | $1,974+19.8% |
| Participant deferral / active EE | $3,954 | $3,221+22.8% | $4,311-8.3% | $3,061+29.2% |
| Admin fee / account holder | $9 | $108-91.8% | $7,645-99.9% | $95-90.6% |