| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,814,551 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556949 | Investment Management | $2,196,066 |
COLUMBIA2 years Filed as: COLUMBIA THREADNEEDLE Service code 28 · EIN 13-3180631 | Investment Management | $1,334,134 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $1,066,090 |
COLUMBUS CIRCLE INVESTORS2 years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 06-1404803 | Investment Management | $1,033,051 |
Service code 28 · EIN 75-2403190 | Investment Management | $968,167 |
BUCK GLOBAL, LLC2 years Service code 16 · EIN 16-0468020 | Consulting | $881,292 |
INVESCO1 year Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $725,592 |
SAPIENCE INVESTMENTS4 years Service code 28 · EIN 81-2060843 | Investment Management | $661,737 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 | Investment Management | $617,679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,924 | $48,464+151.6% | $90,974+34.0% | $106,273+14.7% |
| Participation rate | 47.2% | 53.1%-5.9pp | 69.0%-21.9pp | 70.8%-23.6pp |
| Annual return | 100.01% | 16.72%+83.3pp | 134.60%-34.6pp | 21.70%+78.3pp |
| Employer contribution / active EE | $1,570 | $939+67.1% | $2,122-26.0% | $2,722-42.3% |
| Participant deferral / active EE | $2,742 | $1,510+81.7% | $3,373-18.7% | $4,601-40.4% |
| Admin fee / account holder | $149 | $58+157.9% | $5,961-97.5% | $78+90.7% |