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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $54,356 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX2 years Service code 28 | Investment Management | $0 |
EAGLEASSET2 years Service code 28 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
INVESCO2 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MET WEST FUNDS2 years Service code 28 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | 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 | $87,405 | $85,171+2.6% | $172,752-49.4% | $72,975+19.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.44% | 27.32%-3.9pp | 802.97%-779.5pp | 81.01%-57.6pp |
| Employer contribution / active EE | $4,719 | $3,324+42.0% | $5,144-8.3% | $2,440+93.4% |
| Participant deferral / active EE | $6,325 | $3,260+94.0% | $5,198+21.7% | $3,608+75.3% |
| Admin fee / account holder | $435 | $5,880-92.6% | $13,955-96.9% | $5,124-91.5% |