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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,907 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET1 year Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,471 | $31,679-3.8% | $74,723-59.2% | $65,186-53.3% |
| Participation rate | 64.5% | 40.4%+24.1pp | 54.5%+10.0pp | 70.2%-5.7pp |
| Annual return | 21.70% | 39.04%-17.3pp | 753.18%-731.5pp | 29.39%-7.7pp |
| Employer contribution / active EE | $1,495 | $566+164.0% | $1,084+37.8% | $2,177-31.3% |
| Participant deferral / active EE | $3,125 | $1,191+162.4% | $1,962+59.3% | $3,514-11.1% |
| Admin fee / account holder | $44 | $379-88.4% | $3,335-98.7% | $847-94.8% |