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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 | $5,708 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX5+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
LEGG MASON5+ years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
MET WEST FUNDS2 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,673 | $63,114+65.8% | $92,893+12.7% | $65,185+60.6% |
| Participation rate | 98.7% | 68.8%+30.0pp | 76.0%+22.7pp | 70.2%+28.5pp |
| Annual return | 18.95% | 28.75%-9.8pp | 109.41%-90.5pp | 29.38%-10.4pp |
| Employer contribution / active EE | $821 | $2,571-68.1% | $3,653-77.5% | $2,177-62.3% |
| Participant deferral / active EE | $5,126 | $3,108+64.9% | $4,236+21.0% | $3,514+45.9% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |