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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 | $62,246 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: DRIEHAUS FUND Service code 28 · EIN 36-3261347 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MASS MUTUAL Service code 28 · EIN 47-4967720 | Investment Management | $0 |
MET WEST FUNDS5 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Filed as: PRINCIPAL FUND Service code 28 · EIN 42-1520346 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,384 | $101,591+8.7% | $147,096-25.0% | $74,429+48.3% |
| Participation rate | 90.2% | 75.5%+14.7pp | 82.2%+8.0pp | 67.2%+23.0pp |
| Annual return | 16.27% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $2,981 | $3,813-21.8% | $4,936-39.6% | $2,625+13.6% |
| Participant deferral / active EE | $7,564 | $7,302+3.6% | $8,071-6.3% | $4,348+74.0% |
| Admin fee / account holder | $290 | $1,750-83.5% | $13,005-97.8% | $1,944-85.1% |