Filed March 24, 2022
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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 | $18,446 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: METROPOLITAN WEST FUNDS Service code 28 · EIN 95-4597302 | Investment Management | $0 |
OAKMARK1 year Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-0127290 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: TROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,042 | $32,425+168.4% | $74,577+16.7% | $55,167+57.8% |
| Participation rate | 86.4% | 54.0%+32.4pp | 68.1%+18.3pp | 69.0%+17.4pp |
| Annual return | 2.94% | 10.63%-7.7pp | 20.47%-17.5pp | 169.23%-166.3pp |
| Employer contribution / active EE | $2,733 | $1,043+161.9% | $2,525+8.2% | $1,963+39.3% |
| Participant deferral / active EE | $6,434 | $1,995+222.5% | $3,458+86.0% | $3,054+110.7% |
| Admin fee / account holder | $132 | $748-82.4% | $4,138-96.8% | $504-73.9% |