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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 | $96,548 |
ALGER1 year Filed as: ALGER FUND Service code 28 · EIN 91-1066399 | Investment Management | $0 |
Filed as: ALLIANCE FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DWS FUNDS3 years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $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 | $35,395 | $78,781-55.1% | $100,530-64.8% | $73,412-51.8% |
| Participation rate | 69.7% | 80.0%-10.4pp | 79.4%-9.7pp | 72.2%-2.5pp |
| Annual return | 21.66% | 31.69%-10.0pp | 30.89%-9.2pp | 59.30%-37.6pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,030 | $6,537-23.1% | $6,271-19.8% | $3,806+32.2% |
| Admin fee / account holder | $170 | $145+16.7% | $8,083-97.9% | $158+7.4% |