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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 | $33,263 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS EUROPAC GRW R6 Service code 28 | Investment Management | $0 |
DODGE & COX1 year Filed as: DODGE & COX FUNDS Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DODGE & COX1 year Filed as: DODGE & COX INCOME FUND Service code 28 | Investment Management | $0 |
DODGE & COX1 year Filed as: DODGE & COX INTL STOCK Service code 28 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: JPMORGAN MID CAP VALUE Service code 28 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
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 | $107,359 | $63,114+70.1% | $92,909+15.6% | $65,185+64.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 25.92% | 28.75%-2.8pp | 109.44%-83.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $8,914 | $2,571+246.8% | $3,653+144.0% | $2,177+309.5% |
| Participant deferral / active EE | $10,632 | $3,108+242.1% | $4,238+150.9% | $3,514+202.6% |
| Admin fee / account holder | $220 | $624-64.7% | $5,795-96.2% | $847-74.0% |