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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $4,865 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: DIMENSIONAL Service code 28 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year 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 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
LEGG MASON4+ years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,494 | $65,092-68.5% | $143,799-85.7% | $66,938-69.4% |
| Participation rate | 43.0% | 65.2%-22.2pp | 80.3%-37.3pp | 69.8%-26.8pp |
| Annual return | -17.87% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,370 | $2,362-42.0% | $4,952-72.3% | $2,545-46.2% |
| Participant deferral / active EE | $2,953 | $2,920+1.1% | $5,638-47.6% | $4,238-30.3% |
| Admin fee / account holder | $37 | $502-92.7% | $14,677-99.8% | $594-93.8% |