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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 | $5,594 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
EAGLEASSET2 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
JANUS HENDERSON2 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | 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 | $45,012 | $105,200-57.2% | $159,474-71.8% | $85,847-47.6% |
| Participation rate | 69.1% | 75.8%-6.7pp | 82.8%-13.8pp | 69.3%-0.2pp |
| Annual return | 18.25% | 45.08%-26.8pp | 263.68%-245.4pp | 318.61%-300.4pp |
| Employer contribution / active EE | $3,063 | $3,319-7.7% | $4,831-36.6% | $2,565+19.4% |
| Participant deferral / active EE | $6,362 | $5,946+7.0% | $7,353-13.5% | $3,952+61.0% |
| Admin fee / account holder | $47 | $6,934-99.3% | $10,802-99.6% | $6,261-99.3% |