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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,600 |
AMERICAN CENTURY4+ years Filed as: AMERICA CENTURY INVESTEMENTS Service code 28 · EIN 44-0619208 | Investment Management | $0 |
AMERICAN CENTURY4+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS4+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COLUMBIA4+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | 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 | $123,229 | $42,396+190.7% | $67,313+83.1% | $56,287+118.9% |
| Participation rate | 57.7% | 61.0%-3.3pp | 69.1%-11.4pp | 69.9%-12.1pp |
| Annual return | -3.81% | -36.63%+32.8pp | -4.08%+0.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $666 | $1,414-52.8% | $2,566-74.0% | $2,111-68.4% |
| Participant deferral / active EE | $2,786 | $2,360+18.1% | $3,568-21.9% | $3,350-16.8% |
| Admin fee / account holder | $11 | $510-97.8% | $4,507-99.7% | $521-97.8% |