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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 | $16,062 |
AMERICAN CENTURY5+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY IVESTMENT MANAGEME Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 15 | Recordkeeping | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 | Investment Management | $0 |
Filed as: MET WEST Service code 28 | Investment Management | $0 |
Filed as: METROPOLITAN WEST FUNDS Service code 28 · EIN 95-4597302 | 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 | $90,921 | $56,918+59.7% | $182,558-50.2% | $65,186+39.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | 19.86% | 27.67%-7.8pp | 148.59%-128.7pp | 29.39%-9.5pp |
| Employer contribution / active EE | $3,073 | $1,615+90.3% | $4,076-24.6% | $2,177+41.2% |
| Participant deferral / active EE | $5,771 | $3,526+63.7% | $5,526+4.4% | $3,514+64.2% |
| Admin fee / account holder | $7 | $531-98.6% | $8,594-99.9% | $847-99.1% |