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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $4,744 |
ACORN FINANCIAL SERVICES1+ years Filed as: ACORN Service code 28 · EIN 95-4597302 | Investment Management | $0 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 44-0619208 | Investment Management | $0 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FUND Service code 28 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
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 | $48,036 | $45,283+6.1% | $155,789-69.2% | $52,331-8.2% |
| Participation rate | 97.8% | 62.2%+35.6pp | 76.1%+21.7pp | 68.1%+29.7pp |
| Annual return | 0.50% | 1.80%-1.3pp | 71.54%-71.0pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,001 | $1,329+125.9% | $3,839-21.8% | $1,882+59.5% |
| Participant deferral / active EE | $5,946 | $2,854+108.3% | $4,798+23.9% | $3,022+96.8% |
| Admin fee / account holder | $10 | $981-99.0% | $7,477-99.9% | $592-98.4% |