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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 | $56,287 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET3 years Service code 28 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 | Investment Management | $0 |
THE HARTFORD2 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MET WEST FUNDS3 years Service code 28 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 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 |
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 | $112,959 | $91,198+23.9% | $178,503-36.7% | $79,856+41.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.23% | 24.20%-8.0pp | 151.12%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $6,079 | $3,257+86.7% | $5,011+21.3% | $2,471+146.0% |
| Participant deferral / active EE | $9,050 | $3,237+179.6% | $5,202+74.0% | $3,741+142.0% |
| Admin fee / account holder | $473 | $6,748-93.0% | $13,987-96.6% | $5,306-91.1% |