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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,250 |
AMERICAN CENTURY9+ years Filed as: AMERICA CENTURY INVESTEMENTS Service code 28 · EIN 44-0619208 | Investment Management | $0 |
AMERICAN CENTURY9+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 | Investment Management | $0 |
COLUMBIA9+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,744 | $51,202+333.1% | $70,548+214.3% | $75,181+194.9% |
| Participation rate | 72.0% | 61.0%+11.0pp | 68.3%+3.6pp | 67.2%+4.8pp |
| Annual return | 16.67% | 30.05%-13.4pp | 32.78%-16.1pp | 160.69%-144.0pp |
| Employer contribution / active EE | $1,689 | $1,827-7.5% | $2,975-43.2% | $2,671-36.8% |
| Participant deferral / active EE | $5,669 | $2,850+98.9% | $4,567+24.1% | $4,126+37.4% |
| Admin fee / account holder | $12 | $4,094-99.7% | $6,424-99.8% | $5,650-99.8% |