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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,000 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
EAGLEASSET1+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO1+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
OAKMARK1+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,811 | $38,595-25.4% | $80,004-64.0% | $52,331-44.9% |
| Participation rate | 69.6% | 64.5%+5.1pp | 73.0%-3.4pp | 68.1%+1.5pp |
| Annual return | 0.00% | 2.04%-2.0pp | 7.63%-7.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $399 | $1,133-64.8% | $2,473-83.9% | $1,882-78.8% |
| Participant deferral / active EE | $1,458 | $2,318-37.1% | $3,204-54.5% | $3,022-51.8% |
| Admin fee / account holder | $8 | $304-97.4% | $5,033-99.8% | $592-98.7% |