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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $10,459 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $2,709 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $665 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
AMERIAN BEACON1 year Service code 28 | Investment Management | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DEAM DISTRIBUTORS, INC.1 year Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $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 | $20,878 | $32,425-35.6% | $74,577-72.0% | $55,167-62.2% |
| Participation rate | 75.4% | 54.0%+21.4pp | 68.1%+7.3pp | 69.0%+6.5pp |
| Annual return | 6.92% | 10.63%-3.7pp | 20.47%-13.5pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,015 | $1,043-2.7% | $2,525-59.8% | $1,963-48.3% |
| Participant deferral / active EE | $700 | $1,995-64.9% | $3,458-79.8% | $3,054-77.1% |
| Admin fee / account holder | $80 | $748-89.3% | $4,138-98.1% | $504-84.1% |