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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 | $48,546 |
AMERICAN FUNDS4 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 |
DODGE & COX4 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 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS4 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,924 | $64,119+102.6% | $112,228+15.8% | $66,914+94.2% |
| Participation rate | 99.1% | 68.5%+30.7pp | 75.1%+24.1pp | 69.8%+29.3pp |
| Annual return | -18.61% | -13.81%-4.8pp | 27.45%-46.1pp | 1.58%-20.2pp |
| Employer contribution / active EE | $8,684 | $3,005+188.9% | $3,635+138.9% | $2,544+241.3% |
| Participant deferral / active EE | $10,969 | $3,693+197.0% | $4,728+132.0% | $4,237+158.9% |
| Admin fee / account holder | $315 | $625-49.6% | $6,410-95.1% | $593-46.9% |