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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 | $5,858 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
EAGLEASSET3 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
JANUS HENDERSON3 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,544 | $82,678-53.4% | $125,391-69.3% | $68,490-43.7% |
| Participation rate | 74.1% | 75.1%-0.9pp | 82.4%-8.3pp | 67.9%+6.2pp |
| Annual return | -18.02% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $3,713 | $3,382+9.8% | $4,816-22.9% | $2,597+43.0% |
| Participant deferral / active EE | $7,343 | $6,111+20.2% | $7,448-1.4% | $4,028+82.3% |
| Admin fee / account holder | $48 | $6,277-99.2% | $10,009-99.5% | $5,403-99.1% |