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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC11+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $23,789 |
Filed as: TROUT CPA Service code 28 1705 OREGON PIKE · LANCASTER, PA 176014201 | Investment Management | $16,950 |
SS&C1 year Service code 28 30 BRAINTREE HILL PARK STE 400 · BRAINTREE, MA 021848751 | Investment Management | $638 |
BARON5 years Filed as: BARON FUNDS Service code 28 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Management | $0 |
COLUMBIA11+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS11+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX11+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
PIMCO FUNDS10+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,421 | $85,515+23.3% | $112,040-5.9% | $67,986+55.1% |
| Participation rate | 90.9% | 68.2%+22.7pp | 76.5%+14.5pp | 57.2%+33.7pp |
| Annual return | 14.68% | 29.68%-15.0pp | 24.52%-9.8pp | 31.67%-17.0pp |
| Employer contribution / active EE | $2,119 | $2,191-3.3% | $2,954-28.3% | $2,019+5.0% |
| Participant deferral / active EE | $3,694 | $4,014-8.0% | $5,098-27.5% | $3,358+10.0% |
| Admin fee / account holder | $18 | $3,774-99.5% | $12,098-99.9% | $3,203-99.4% |