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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $38,563 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX2 years Filed as: DODGE & COX FUNDS Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | 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 | $143,802 | $69,383+107.3% | $101,271+42.0% | $73,493+95.7% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.8%+23.3pp | 70.7%+28.4pp |
| Annual return | 20.07% | 18.46%+1.6pp | 46.48%-26.4pp | 28.51%-8.4pp |
| Employer contribution / active EE | $9,717 | $2,628+269.7% | $3,660+165.5% | $2,270+328.0% |
| Participant deferral / active EE | $12,608 | $3,301+282.0% | $4,371+188.5% | $3,740+237.1% |
| Admin fee / account holder | $266 | $704-62.2% | $5,948-95.5% | $513-48.2% |