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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $56,130 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX1 year Service code 28 | Investment Management | $0 |
EAGLEASSET1 year Service code 28 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MET WEST FUNDS1 year Service code 28 | Investment Management | $0 |
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 |
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 | $70,695 | $75,962-6.9% | $154,108-54.1% | $64,173+10.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.26% | 30.32%-36.6pp | 735.21%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,681 | $3,350+39.7% | $5,298-11.6% | $2,381+96.6% |
| Participant deferral / active EE | $6,571 | $3,175+107.0% | $5,081+29.3% | $3,470+89.4% |
| Admin fee / account holder | $450 | $5,589-92.0% | $13,411-96.6% | $4,887-90.8% |