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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 47-2894000 | Investment Management | $25,606 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,540 |
AMERICAN FUNDS2+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET1 year Filed as: EAGLEASSET FUNDS Service code 28 · EIN 59-3171014 | Investment Management | $0 |
JANUS HENDERSON2+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LORD ABBETT1 year Filed as: LORD ABBETT FUNDS Service code 28 · EIN 13-3731507 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON FUNDS Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,019 | $52,293-75.1% | $178,503-92.7% | $73,412-82.3% |
| Participation rate | 76.3% | 65.3%+11.0pp | 81.9%-5.6pp | 72.2%+4.2pp |
| Annual return | 112.98% | 34.75%+78.2pp | 151.12%-38.1pp | 59.30%+53.7pp |
| Employer contribution / active EE | $1,439 | $1,736-17.1% | $5,011-71.3% | $2,234-35.6% |
| Participant deferral / active EE | $3,297 | $2,333+41.3% | $5,202-36.6% | $3,806-13.4% |
| Admin fee / account holder | $57 | $127-55.1% | $13,987-99.6% | $158-63.8% |