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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 | $31,328 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK5 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS5 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | 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 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,873 | $54,690+55.2% | $76,030+11.6% | $74,478+14.0% |
| Participation rate | 69.8% | 60.3%+9.4pp | 69.1%+0.7pp | 67.2%+2.5pp |
| Annual return | 14.12% | 31.92%-17.8pp | 361.54%-347.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $645 | $1,781-63.8% | $2,688-76.0% | $2,626-75.5% |
| Participant deferral / active EE | $3,632 | $3,070+18.3% | $4,257-14.7% | $4,350-16.5% |
| Admin fee / account holder | $162 | $2,240-92.8% | $6,421-97.5% | $1,946-91.7% |