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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $3,450 |
Filed as: ALLIANT INSURANCE SERVICES Service code 16 320 WEST 57TH STREET · NEW YORK, NV 10019 | Consulting | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
AMERICAN CENTURY7+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
ARTISAN PARTNERS2 years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COHEN & STEERS1 year Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA7+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DAVIS2 years 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,015 | $70,879+76.4% | $189,575-34.1% | $79,391+57.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 14.46% | 20.70%-6.2pp | 64.19%-49.7pp | 116.88%-102.4pp |
| Employer contribution / active EE | $2,942 | $1,806+62.9% | $4,412-33.3% | $2,428+21.2% |
| Participant deferral / active EE | $6,352 | $4,081+55.6% | $6,174+2.9% | $4,046+57.0% |
| Admin fee / account holder | $13 | $647-98.0% | $9,806-99.9% | $627-98.0% |