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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 | $25,542 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS7 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK5 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 SACHS5 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO7 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MET WEST FUNDS5 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,173 | $65,453-46.3% | $86,698-59.4% | $66,938-47.5% |
| Participation rate | 91.4% | 75.5%+15.9pp | 76.6%+14.8pp | 69.8%+21.6pp |
| Annual return | -17.53% | -10.89%-6.6pp | 35.95%-53.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,862 | $2,154-13.5% | $2,837-34.4% | $2,545-26.8% |
| Participant deferral / active EE | $5,517 | $4,102+34.5% | $4,656+18.5% | $4,238+30.2% |
| Admin fee / account holder | $108 | $642-83.2% | $7,493-98.6% | $594-81.8% |