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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,475 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY1 year Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY FUNDS Service code 28 | Investment Management | $0 |
COLUMBIA3+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
EAGLEASSET3+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON3+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | 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 | $36,740 | $47,448-22.6% | $94,993-61.3% | $62,293-41.0% |
| Participation rate | 63.3% | 66.5%-3.2pp | 73.9%-10.6pp | 69.5%-6.2pp |
| Annual return | 27.61% | 22.64%+5.0pp | 27.14%+0.5pp | 28.90%-1.3pp |
| Employer contribution / active EE | $431 | $1,300-66.9% | $2,603-83.5% | $2,042-78.9% |
| Participant deferral / active EE | $2,884 | $2,375+21.4% | $3,317-13.1% | $3,169-9.0% |
| Admin fee / account holder | $15 | $434-96.4% | $4,960-99.7% | $479-96.8% |