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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $3,000 |
Filed as: FIDELITY Service code 28 · EIN 34-2718215 | Investment Management | $0 |
Filed as: FIDELITY 500 INDEX INVESTOR Service code 28 | Investment Management | $0 |
Filed as: FIDELITY EXTENDED MKT IND INV Service code 28 | Investment Management | $0 |
Filed as: FIDELITY INTERNATIONAL IND INV Service code 28 | Investment Management | $0 |
Filed as: FIDELITY LOW-PRICED STOCK Service code 28 | Investment Management | $0 |
PGIM INVESTMENTS1 year Filed as: PGIM HIGH-YIELD Z Service code 28 | Investment Management | $0 |
PGIM INVESTMENTS1 year Filed as: PGIM TOTAL RETURN BOND Z Service code 28 | Investment Management | $0 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,947 | $59,186+46.9% | $76,766+13.3% | $56,287+54.5% |
| Participation rate | 45.7% | 75.2%-29.5pp | 77.0%-31.3pp | 69.9%-24.2pp |
| Annual return | -3.65% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $576 | $1,759-67.2% | $2,485-76.8% | $2,111-72.7% |
| Participant deferral / active EE | $2,845 | $3,255-12.6% | $3,851-26.1% | $3,350-15.1% |
| Admin fee / account holder | $30 | $489-93.9% | $6,675-99.6% | $521-94.3% |