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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $5,520 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON5+ years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 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 | $29,826 | $61,338-51.4% | $149,717-80.1% | $71,495-58.3% |
| Participation rate | 38.0% | 62.5%-24.5pp | 78.8%-40.8pp | 67.9%-29.9pp |
| Annual return | 22.65% | 35.86%-13.2pp | 134.41%-111.8pp | 28.85%-6.2pp |
| Employer contribution / active EE | $1,374 | $2,381-42.3% | $4,820-71.5% | $2,589-46.9% |
| Participant deferral / active EE | $2,977 | $2,919+2.0% | $5,682-47.6% | $4,291-30.6% |
| Admin fee / account holder | $41 | $1,263-96.7% | $13,213-99.7% | $1,588-97.4% |