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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 | $25,372 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 711 HIGH STREET · DES MOINES, IA 503920001 | Investment Management | $0 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZGI Service code 28 · EIN 02-0639354 | Investment Management | $0 |
BLACKROCK1 year Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: CARILLON EAGLE Service code 28 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
EAGLEASSET1 year Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,919 | $101,672-70.6% | $147,117-79.7% | $74,478-59.8% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.7pp | 67.2%+25.7pp |
| Annual return | 17.15% | 8757.83%-8740.7pp | 420.54%-403.4pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $3,899 | $3,813+2.2% | $4,932-21.0% | $2,626+48.5% |
| Participant deferral / active EE | $4,807 | $7,305-34.2% | $8,065-40.4% | $4,350+10.5% |
| Admin fee / account holder | $170 | $1,753-90.3% | $12,993-98.7% | $1,946-91.2% |