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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,780 |
BARON4 years Filed as: BARON FUNDS Service code 28 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Management | $0 |
COLUMBIA10+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS10+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
PIMCO FUNDS9 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,119 | $79,223+23.9% | $102,460-4.2% | $74,478+31.7% |
| Participation rate | 94.1% | 74.8%+19.4pp | 76.5%+17.6pp | 67.2%+26.9pp |
| Annual return | 11.69% | 54.98%-43.3pp | 29.47%-17.8pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $1,636 | $2,363-30.8% | $3,025-45.9% | $2,626-37.7% |
| Participant deferral / active EE | $3,626 | $4,417-17.9% | $5,056-28.3% | $4,350-16.7% |
| Admin fee / account holder | $18 | $2,003-99.1% | $9,460-99.8% | $1,946-99.1% |