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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $25,385 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK3 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 SACHS3 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO5 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MET WEST FUNDS3 years Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 000090017 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS3 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 | $49,157 | $73,638-33.2% | $95,964-48.8% | $73,497-33.1% |
| Participation rate | 84.4% | 76.2%+8.3pp | 77.1%+7.3pp | 70.7%+13.7pp |
| Annual return | 26.10% | 16.78%+9.3pp | 91.64%-65.5pp | 28.51%-2.4pp |
| Employer contribution / active EE | $1,888 | $1,863+1.3% | $2,541-25.7% | $2,270-16.8% |
| Participant deferral / active EE | $5,563 | $3,617+53.8% | $4,167+33.5% | $3,740+48.8% |
| Admin fee / account holder | $197 | $482-59.2% | $6,797-97.1% | $513-61.6% |