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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 | $69,250 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DWS FUNDS3 years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES3 years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG2 years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,332 | $79,519-46.8% | $95,956-55.9% | $73,412-42.3% |
| Participation rate | 95.5% | 81.2%+14.3pp | 77.1%+18.4pp | 72.2%+23.3pp |
| Annual return | 12.83% | 19.20%-6.4pp | 91.63%-78.8pp | 59.30%-46.5pp |
| Employer contribution / active EE | $1,448 | $2,048-29.3% | $2,541-43.0% | $2,234-35.2% |
| Participant deferral / active EE | $2,290 | $4,138-44.7% | $4,167-45.0% | $3,806-39.8% |
| Admin fee / account holder | $103 | $184-44.3% | $6,797-98.5% | $158-35.0% |