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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $950 |
AMERICAN CENTURY3+ years Filed as: AMERICA CENTURY INVESTEMENTS Service code 28 · EIN 44-0619208 | Investment Management | $0 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS3+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
THORNBURG3+ years Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $153,455 | $46,297+231.5% | $71,671+114.1% | $62,293+146.3% |
| Participation rate | 52.4% | 60.6%-8.3pp | 68.7%-16.4pp | 69.5%-17.1pp |
| Annual return | 14.66% | 22.32%-7.7pp | 20.65%-6.0pp | 28.90%-14.2pp |
| Employer contribution / active EE | $732 | $1,412-48.1% | $2,460-70.2% | $2,042-64.1% |
| Participant deferral / active EE | $3,153 | $2,235+41.0% | $3,438-8.3% | $3,169-0.5% |
| Admin fee / account holder | $9 | $461-98.0% | $5,558-99.8% | $479-98.0% |