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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 | $59,467-40.7% | $93,727-62.4% | $74,478-52.7% |
| Participation rate | 85.1% | 59.6%+25.5pp | 68.7%+16.4pp | 67.2%+17.9pp |
| Annual return | 74.13% | 82.14%-8.0pp | 133.83%-59.7pp | 1370.56%-1296.4pp |
| Employer contribution / active EE | $1,726 | $1,267+36.2% | $2,421-28.7% | $2,626-34.3% |
| Participant deferral / active EE | $2,915 | $3,052-4.5% | $4,417-34.0% | $4,350-33.0% |
| Admin fee / account holder | $112 | $3,028-96.3% | $8,292-98.6% | $1,946-94.2% |