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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 | $13,404 |
COLUMBIA3 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO2 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
PIMCO FUNDS3 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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 | $17,466 | $64,716-73.0% | $112,258-84.4% | $68,495-74.5% |
| Participation rate | 45.7% | 67.2%-21.5pp | 75.1%-29.4pp | 67.9%-22.2pp |
| Annual return | -20.63% | -11.40%-9.2pp | 27.47%-48.1pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,499 | $2,746-9.0% | $3,636-31.3% | $2,596-3.8% |
| Participant deferral / active EE | $4,933 | $3,565+38.4% | $4,728+4.3% | $4,028+22.5% |
| Admin fee / account holder | $163 | $5,232-96.9% | $6,411-97.5% | $5,403-97.0% |