Filed October 6, 2017
Total covered: 212 employees
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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 | $36,510 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DWS FUNDS1 year Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
EAGLEASSET1 year Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
Filed as: IVY INVESTMENTS Service code 28 6301 GLENWOOD ST. · OVERLAND PARK, KS 66202 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,817 | $79,171+55.1% | $102,423+19.9% | $74,495+64.9% |
| Participation rate | 74.5% | 74.8%-0.3pp | 76.5%-2.0pp | 67.2%+7.3pp |
| Annual return | 13.75% | 54.93%-41.2pp | 29.32%-15.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $4,801 | $2,362+103.2% | $3,023+58.8% | $2,623+83.0% |
| Participant deferral / active EE | $7,617 | $4,415+72.5% | $5,053+50.7% | $4,346+75.3% |
| Admin fee / account holder | $85 | $2,001-95.8% | $9,451-99.1% | $1,942-95.6% |