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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $45,717 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX1 year Service code 28 | Investment Management | $0 |
DODGE & COX5 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 BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 POST OFFICE BOX 1110 · VALLEY FORGE, PA 19482 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,236 | $76,696+101.1% | $96,515+59.8% | $71,511+115.7% |
| Participation rate | 97.4% | 66.6%+30.8pp | 74.3%+23.0pp | 67.9%+29.4pp |
| Annual return | 19.21% | 48.32%-29.1pp | 35.73%-16.5pp | 28.86%-9.6pp |
| Employer contribution / active EE | $9,347 | $3,032+208.3% | $3,740+149.9% | $2,589+261.0% |
| Participant deferral / active EE | $12,409 | $3,770+229.1% | $4,880+154.3% | $4,291+189.2% |
| Admin fee / account holder | $330 | $2,030-83.8% | $6,735-95.1% | $1,588-79.3% |