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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,420 |
AMERICAN CENTURY6+ years Filed as: AMERICA CENTURY INVESTEMENTS Service code 28 · EIN 44-0619208 | Investment Management | $0 |
AMERICAN CENTURY6+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS6+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COLUMBIA6+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DAVIS1 year Filed as: DAVIS FUNDS Service code 28 · EIN 13-2601967 | Investment Management | $0 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
THORNBURG1 year Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | 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 | $171,025 | $55,636+207.4% | $81,991+108.6% | $73,493+132.7% |
| Participation rate | 70.5% | 62.3%+8.2pp | 69.3%+1.2pp | 70.7%-0.2pp |
| Annual return | 14.16% | 19.07%-4.9pp | 41.31%-27.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $923 | $1,625-43.2% | $2,498-63.1% | $2,270-59.3% |
| Participant deferral / active EE | $2,925 | $2,762+5.9% | $3,722-21.4% | $3,740-21.8% |
| Admin fee / account holder | $288 | $493-41.5% | $5,665-94.9% | $513-43.8% |