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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $36,255 |
AMERICAN CENTURY6 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS8 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK6 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 SACHS6 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO8 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MET WEST FUNDS6 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS6 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,196 | $76,112-44.6% | $96,534-56.3% | $71,511-41.0% |
| Participation rate | 89.1% | 74.4%+14.7pp | 76.0%+13.1pp | 67.9%+21.2pp |
| Annual return | 21.33% | 22.81%-1.5pp | 25.88%-4.6pp | 28.86%-7.5pp |
| Employer contribution / active EE | $1,801 | $2,248-19.9% | $2,965-39.3% | $2,589-30.4% |
| Participant deferral / active EE | $5,048 | $4,217+19.7% | $4,851+4.1% | $4,291+17.6% |
| Admin fee / account holder | $143 | $2,708-94.7% | $8,253-98.3% | $1,588-91.0% |