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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,550 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL FUNDS Service code 28 · EIN 41-0449260 | Investment Management | $0 |
AMERICAN FUNDS6+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK6+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS6+ years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
EAGLEASSET6+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,452 | $73,149-48.8% | $120,580-68.9% | $77,762-51.8% |
| Participation rate | 94.1% | 55.2%+38.9pp | 72.0%+22.1pp | 70.6%+23.5pp |
| Annual return | 18.00% | 18.24%-0.2pp | 107.48%-89.5pp | 31.27%-13.3pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $3,469-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $9,622 | $3,006+220.1% | $4,995+92.6% | $4,651+106.9% |
| Admin fee / account holder | $11 | $660-98.3% | $9,418-99.9% | $433-97.4% |