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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 · EIN 52-1309931 | Recordkeeping | $1,000 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR1 year Filed as: HARBOR CAPITAL FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,019 | $99,957-49.0% | $149,745-65.9% | $73,497-30.6% |
| Participation rate | 60.7% | 75.7%-15.0pp | 82.5%-21.8pp | 70.7%-10.0pp |
| Annual return | 25.13% | 53.87%-28.7pp | 276.72%-251.6pp | 28.51%-3.4pp |
| Employer contribution / active EE | $1,898 | $3,191-40.5% | $4,646-59.1% | $2,270-16.4% |
| Participant deferral / active EE | $5,870 | $6,073-3.3% | $6,843-14.2% | $3,740+56.9% |
| Admin fee / account holder | $7 | $551-98.7% | $9,312-99.9% | $513-98.6% |