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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $69,105 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
THE HARTFORD5 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
INVESCO6 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT6 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 INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
COMMERCE BANK6 years Filed as: THE COMMERCE FUNDS Service code 28 P.O. BOX 219525 · KANSAS CITY, MO 641219525 | Investment Management | $0 |
THE VANGUARD GROUP, INC.6 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 | $119,320 | $77,908+53.2% | $149,696-20.3% | $75,173+58.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.38% | 31.73%-12.3pp | 134.46%-115.1pp | 160.72%-141.3pp |
| Employer contribution / active EE | $6,427 | $3,138+104.8% | $4,821+33.3% | $2,671+140.6% |
| Participant deferral / active EE | $9,691 | $3,411+184.1% | $5,682+70.6% | $4,126+134.9% |
| Admin fee / account holder | $571 | $5,950-90.4% | $13,212-95.7% | $5,651-89.9% |