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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $33,819 |
AB FUNDS2 years Filed as: AM FUNDS Service code 28 | Investment Management | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY SM CAP GROWTH R6 Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS2 years Filed as: AMERICAN FUND Service code 28 | Investment Management | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN NEW WORLD R6 Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: CARILLON EAGLE Service code 28 | Investment Management | $0 |
Filed as: CARILLON EAGLE MID CAP GR FD I Service code 28 · EIN 59-3171014 | Investment Management | $0 |
COLUMBIA6 years Filed as: COLUMBIA FUNDS Service code 28 | Investment Management | $0 |
COLUMBIA2 years Filed as: COLUMBIA SMALL CAP INDEX INSTL 2 Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,022 | $55,347-60.2% | $120,574-81.7% | $199,960-89.0% |
| Participation rate | 23.7% | 52.9%-29.2pp | 71.9%-48.3pp | 72.0%-48.3pp |
| Annual return | 10.72% | 15.37%-4.7pp | 107.42%-96.7pp | 34.28%-23.6pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $3,471-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $861 | $2,350-63.4% | $4,996-82.8% | $5,087-83.1% |
| Admin fee / account holder | $74 | $134-44.5% | $9,445-99.2% | $269-72.3% |