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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 | $3,440 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
AMERICAN CENTURY6+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
ARTISAN PARTNERS1 year Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COHEN & STEERS1 year Filed as: COHEN 7 STEERS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA6+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DAVIS1 year Filed as: DAVIS FUNDS Service code 28 · EIN 13-2601967 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON6+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,158 | $62,132+78.9% | $185,861-40.2% | $73,497+51.2% |
| Participation rate | 96.0% | 67.8%+28.2pp | 78.0%+18.0pp | 70.7%+25.3pp |
| Annual return | 15.59% | 20.44%-4.9pp | 35.96%-20.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,576 | $1,681+53.2% | $4,088-37.0% | $2,270+13.5% |
| Participant deferral / active EE | $4,548 | $3,711+22.5% | $5,634-19.3% | $3,740+21.6% |
| Admin fee / account holder | $13 | $419-97.0% | $9,503-99.9% | $513-97.5% |