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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 | $26,436 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO4 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MET WEST FUNDS2 years Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 000090017 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
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 | $31,272 | $65,376-52.2% | $87,104-64.1% | $65,185-52.0% |
| Participation rate | 89.9% | 75.3%+14.5pp | 76.9%+13.0pp | 70.2%+19.7pp |
| Annual return | 22.90% | 31.27%-8.4pp | 28.19%-5.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,468 | $1,822-19.5% | $2,521-41.8% | $2,177-32.6% |
| Participant deferral / active EE | $3,953 | $3,388+16.7% | $4,048-2.3% | $3,514+12.5% |
| Admin fee / account holder | $171 | $520-67.2% | $7,491-97.7% | $847-79.9% |