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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 | $62,782 |
COLUMBIA5 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | 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 |
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 |
Filed as: VOYA INVESTMENT Service code 28 · EIN 06-1440627 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,844 | $86,940+114.9% | $102,434+82.4% | $80,935+130.9% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.7pp | 67.7%+28.6pp |
| Annual return | 12.69% | 18.89%-6.2pp | 29.46%-16.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $3,515 | $2,370+48.3% | $3,023+16.3% | $2,757+27.5% |
| Participant deferral / active EE | $9,086 | $4,121+120.5% | $5,055+79.7% | $4,299+111.3% |
| Admin fee / account holder | $506 | $8,047-93.7% | $9,462-94.6% | $6,924-92.7% |