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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $73,701 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
BLACKROCK4 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FRANKLIN TEMPLETON4 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
Filed as: IVY INVESTMENTS Service code 28 PO BOX 29217 · KANSAS CITY, MO 662019217 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,709 | $72,994-16.8% | $120,368-49.6% | $77,671-21.8% |
| Participation rate | 95.7% | 55.2%+40.4pp | 71.9%+23.7pp | 70.6%+25.1pp |
| Annual return | 13.65% | 18.23%-4.6pp | 107.26%-93.6pp | 31.21%-17.6pp |
| Employer contribution / active EE | $1,489 | $1,793-16.9% | $3,465-57.0% | $2,726-45.4% |
| Participant deferral / active EE | $5,025 | $3,011+66.9% | $4,991+0.7% | $4,648+8.1% |
| Admin fee / account holder | $148 | $658-77.5% | $9,429-98.4% | $430-65.6% |