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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $21,215 |
COLUMBIA5 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4507257 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO3 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
IVY FUNDS4 years Service code 28 PO BOX 219722 · KANSAS CITY, MO 54121 | Investment Management | $0 |
Filed as: IVY INVESTMENTS Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747664 | Investment Management | $0 |
NEUBERGER BERMAN3 years Service code 28 · EIN 13-5521910 | 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 | $41,714 | $64,176-35.0% | $112,249-62.8% | $66,938-37.7% |
| Participation rate | 50.0% | 68.4%-18.4pp | 75.1%-25.1pp | 69.8%-19.8pp |
| Annual return | -16.66% | -13.80%-2.9pp | 27.48%-44.1pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,103 | $3,007-63.3% | $3,636-69.7% | $2,545-56.7% |
| Participant deferral / active EE | $2,032 | $3,694-45.0% | $4,729-57.0% | $4,238-52.1% |
| Admin fee / account holder | $219 | $626-65.1% | $6,412-96.6% | $594-63.1% |