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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 | $910 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4507257 | Investment Management | $0 |
EAGLEASSET4 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
INVESCO3 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS3 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1520346 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,789 | $26,549+83.8% | $61,501-20.7% | $66,949-27.1% |
| Participation rate | 37.2% | 38.1%-0.9pp | 52.6%-15.4pp | 69.8%-32.7pp |
| Annual return | -18.59% | -16.21%-2.4pp | 339.04%-357.6pp | 1.57%-20.2pp |
| Employer contribution / active EE | $1,464 | $651+124.8% | $1,160+26.3% | $2,545-42.5% |
| Participant deferral / active EE | $3,604 | $1,338+169.3% | $2,125+69.6% | $4,239-15.0% |
| Admin fee / account holder | $12 | $409-97.1% | $2,132-99.5% | $594-98.0% |