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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $73,783 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS7 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
THE HARTFORD6 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
INVESCO7 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT7 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 INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
COMMERCE BANK7 years Filed as: THE COMMERCE FUNDS Service code 28 P.O. BOX 219525 · KANSAS CITY, MO 641219525 | Investment Management | $0 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | 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 | $145,949 | $81,358+79.4% | $155,556-6.2% | $80,959+80.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.37% | 33.39%-17.0pp | 64.84%-48.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $6,710 | $3,106+116.0% | $4,675+43.5% | $2,757+143.4% |
| Participant deferral / active EE | $9,909 | $3,455+186.8% | $5,631+76.0% | $4,300+130.4% |
| Admin fee / account holder | $647 | $7,994-91.9% | $15,885-95.9% | $6,925-90.7% |