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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $24,179 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FRANKLIN TEMPLETON3 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON6+ years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,158 | $55,470-36.6% | $155,556-77.4% | $74,478-52.8% |
| Participation rate | 44.4% | 61.9%-17.5pp | 78.2%-33.8pp | 67.2%-22.8pp |
| Annual return | 13.88% | 269.80%-255.9pp | 64.84%-51.0pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $1,480 | $2,267-34.7% | $4,675-68.3% | $2,626-43.6% |
| Participant deferral / active EE | $3,559 | $2,838+25.4% | $5,631-36.8% | $4,350-18.2% |
| Admin fee / account holder | $156 | $1,744-91.1% | $15,885-99.0% | $1,946-92.0% |