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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $4,928 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
LORD ABBETT3 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,867 | $77,472-52.4% | $100,415-63.3% | $80,959-54.5% |
| Participation rate | 94.5% | 76.9%+17.6pp | 81.5%+13.0pp | 67.7%+26.9pp |
| Annual return | 16.28% | 37.26%-21.0pp | 49.47%-33.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,364 | $6,818+110.7% | $8,091+77.5% | $4,300+234.0% |
| Admin fee / account holder | $27 | $5,885-99.5% | $7,906-99.7% | $6,925-99.6% |