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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $804 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
COLUMBIA2 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 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
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 FUNDS4 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,217 | $91,424-6.8% | $135,942-37.3% | $71,495+19.2% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 23.92% | 29.90%-6.0pp | 68.28%-44.4pp | 28.85%-4.9pp |
| Employer contribution / active EE | $2,672 | $3,704-27.9% | $4,858-45.0% | $2,589+3.2% |
| Participant deferral / active EE | $6,719 | $7,092-5.3% | $7,759-13.4% | $4,291+56.6% |
| Admin fee / account holder | $157 | $1,266-87.6% | $10,764-98.5% | $1,588-90.1% |