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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 | $2,273 |
AB FUNDS2 years Filed as: AB LARGE CAP Service code 15 711 HIGH STREET · DES MOINES, IA 503920001 | Recordkeeping | $0 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN FUNDS Service code 28 | Investment Management | $0 |
ALLSPRING2 years Service code 15 1415 VANTAGE PARK DR · CHARLOTTE, NC 28203 | Recordkeeping | $0 |
ALLSPRING2 years Filed as: ALLSPRING FUNDS Service code 28 | Investment Management | $0 |
AB FUNDS2 years Filed as: AM FUNDS Service code 28 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 15 · EIN 95-1411037 | Recordkeeping | $0 |
BLACKROCK2 years Service code 15 · EIN 04-6171663 | Recordkeeping | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 | Investment Management | $0 |
Filed as: CARILLON SCOUT Service code 15 450 CARILLON PKY · SAINT PETERSBURG, FL 33716 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,960 | $62,409-48.8% | $120,574-73.5% | $74,459-57.1% |
| Participation rate | 99.1% | 56.8%+42.3pp | 71.9%+27.1pp | 67.2%+31.9pp |
| Annual return | 24.36% | 18.62%+5.7pp | 107.42%-83.1pp | 1369.70%-1345.3pp |
| Employer contribution / active EE | $7,739 | $1,847+319.1% | $3,471+123.0% | $2,626+194.7% |
| Participant deferral / active EE | $13,500 | $2,888+367.4% | $4,996+170.2% | $4,350+210.4% |
| Admin fee / account holder | $8 | $2,394-99.7% | $9,445-99.9% | $1,945-99.6% |