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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $7,550 |
AMERICAN CENTURY5+ years Filed as: AMERICA CENTURY INVESTEMENTS Service code 28 · EIN 44-0619208 | Investment Management | $0 |
AMERICAN CENTURY5+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS5+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COLUMBIA5+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
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 | $147,170 | $47,922+207.1% | $75,901+93.9% | $65,185+125.8% |
| Participation rate | 71.8% | 63.0%+8.8pp | 69.3%+2.5pp | 70.2%+1.6pp |
| Annual return | 20.19% | 24.12%-3.9pp | 30.76%-10.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,151 | $1,557-26.1% | $2,501-54.0% | $2,177-47.1% |
| Participant deferral / active EE | $3,854 | $2,550+51.1% | $3,603+6.9% | $3,514+9.7% |
| Admin fee / account holder | $11 | $532-97.9% | $5,420-99.8% | $847-98.7% |