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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $73,893 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
THE HARTFORD3 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
INVESCO4 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 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 INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
COMMERCE BANK4 years Filed as: THE COMMERCE FUNDS Service code 28 P.O. BOX 219525 · KANSAS CITY, MO 641219525 | Investment Management | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD FUNDS Service code 28 | 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 | $127,879 | $95,383+34.1% | $185,837-31.2% | $85,856+48.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.63% | 23.59%-8.0pp | 122.08%-106.4pp | 318.58%-303.0pp |
| Employer contribution / active EE | $5,810 | $3,313+75.4% | $5,168+12.4% | $2,565+126.5% |
| Participant deferral / active EE | $9,107 | $3,423+166.0% | $5,568+63.5% | $3,952+130.4% |
| Admin fee / account holder | $632 | $7,213-91.2% | $16,241-96.1% | $6,261-89.9% |