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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $28,387 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DOUBLELINE CAPITAL LP2 years Filed as: DOUBLELINE FUNDS Service code 28 333 S. GRAND AVE · LOS ANGELES, CA 90071 | Investment Management | $0 |
FEDERATED2 years Filed as: FEDERATED INVESTORS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: TROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2 years Filed as: TRP Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,691 | $36,767-35.6% | $81,473-70.9% | $62,293-62.0% |
| Participation rate | 72.0% | 54.4%+17.6pp | 68.0%+4.1pp | 69.5%+2.5pp |
| Annual return | 6.80% | 173.80%-167.0pp | 38.78%-32.0pp | 28.90%-22.1pp |
| Employer contribution / active EE | $942 | $1,128-16.6% | $2,568-63.3% | $2,042-53.9% |
| Participant deferral / active EE | $702 | $2,111-66.8% | $3,537-80.2% | $3,169-77.9% |
| Admin fee / account holder | $173 | $797-78.3% | $4,561-96.2% | $479-63.9% |