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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL INVETMENT PARTNERS2 years Service code 28 · EIN 47-2894000 | Investment Management | $20,644 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,690 |
AMERICAN FUNDS3+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK3+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET2 years Filed as: EAGLEASSET FUNDS Service code 28 · EIN 59-3171014 | Investment Management | $0 |
JANUS HENDERSON3+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LORD ABBETT2 years 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,548 | $56,511-63.6% | $185,837-88.9% | $86,813-76.3% |
| Participation rate | 80.1% | 65.5%+14.6pp | 81.7%-1.6pp | 72.3%+7.8pp |
| Annual return | 24.56% | 118.12%-93.6pp | 122.08%-97.5pp | 97.93%-73.4pp |
| Employer contribution / active EE | $1,708 | $1,844-7.3% | $5,168-66.9% | $2,406-29.0% |
| Participant deferral / active EE | $4,085 | $2,554+59.9% | $5,568-26.6% | $4,131-1.1% |
| Admin fee / account holder | $43 | $150-71.4% | $16,241-99.7% | $170-74.8% |