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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $26,496 |
AMERICAN CENTURY10+ years Filed as: AMERICA CENTURY INVESTEMENTS Service code 28 · EIN 44-0619208 | Investment Management | $0 |
AMERICAN CENTURY10+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 | Investment Management | $0 |
COLUMBIA10+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,346 | $55,889+362.2% | $76,119+239.4% | $80,935+219.2% |
| Participation rate | 75.0% | 62.1%+12.9pp | 69.1%+5.9pp | 67.7%+7.3pp |
| Annual return | 12.66% | 20.58%-7.9pp | 361.25%-348.6pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,899 | $1,866+1.8% | $2,693-29.5% | $2,757-31.1% |
| Participant deferral / active EE | $6,229 | $3,051+104.2% | $4,259+46.3% | $4,299+44.9% |
| Admin fee / account holder | $268 | $5,241-94.9% | $6,421-95.8% | $6,924-96.1% |