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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 | $19,764 |
COLUMBIA5 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
OPPENHEIMER3 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA5 years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP Service code 28 | Investment Management | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,243 | $59,402-40.7% | $93,654-62.4% | $74,546-52.7% |
| Participation rate | 85.1% | 59.7%+25.5pp | 68.7%+16.4pp | 67.2%+17.9pp |
| Annual return | 74.13% | 81.86%-7.7pp | 133.34%-59.2pp | 1366.03%-1291.9pp |
| Employer contribution / active EE | $1,726 | $1,265+36.5% | $2,421-28.7% | $2,624-34.2% |
| Participant deferral / active EE | $2,915 | $3,049-4.4% | $4,413-33.9% | $4,347-32.9% |
| Admin fee / account holder | $112 | $3,023-96.3% | $8,282-98.6% | $1,944-94.2% |