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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 | $13,403 |
AB FUNDS5 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DODGE & COX5 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON5 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,741 | $34,932-20.6% | $56,441-50.8% | $74,546-62.8% |
| Participation rate | 51.2% | 32.9%+18.4pp | 52.5%-1.3pp | 67.2%-16.0pp |
| Annual return | 15.89% | 24.90%-9.0pp | 1704.21%-1688.3pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $724 | $608+19.0% | $1,039-30.3% | $2,624-72.4% |
| Participant deferral / active EE | $2,486 | $1,173+111.9% | $1,953+27.3% | $4,347-42.8% |
| Admin fee / account holder | $94 | $2,359-96.0% | $2,829-96.7% | $1,944-95.1% |