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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 | $22,346 |
AMERICAN CENTURY2 years Service code 28 · EIN 43-1765630 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS2 years Filed as: AMERICAN FUNDS28 Service code 28 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACK ROCK Service code 28 · EIN 04-6171863 | Investment Management | $0 |
BLACKROCK2 years Service code 28 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS2 years Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO2 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: MET WEST Service code 28 · EIN 95-4597302 | Investment Management | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,399 | $64,909-56.2% | $82,312-65.5% | $62,293-54.4% |
| Participation rate | 86.8% | 74.9%+11.9pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 20.63% | 21.18%-0.6pp | 25.88%-5.2pp | 28.90%-8.3pp |
| Employer contribution / active EE | $550 | $1,676-67.2% | $2,428-77.4% | $2,042-73.1% |
| Participant deferral / active EE | $3,072 | $3,103-1.0% | $3,706-17.1% | $3,169-3.1% |
| Admin fee / account holder | $151 | $440-65.7% | $5,608-97.3% | $479-68.5% |