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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $46,198 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS, L Service code 28 PO BOX 735399 · DALLAS, TX 753735399 | Investment Management | $5,930 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN FUNDS Service code 28 501 COMMERCE STREET · NASHVILLE, TN 37203 | Investment Management | $0 |
AMERICAN CENTURY10+ years Filed as: AMERICAN CENTURY FUNDS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS3 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT9 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1312301 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,753 | $107,741-18.6% | $96,576-9.1% | $79,634+10.2% |
| Participation rate | 79.0% | 79.1%-0.1pp | 81.4%-2.5pp | 62.5%+16.5pp |
| Annual return | 13.44% | 19.24%-5.8pp | 38.47%-25.0pp | 36.46%-23.0pp |
| Employer contribution / active EE | $762 | $2,991-74.5% | $3,553-78.6% | $2,529-69.9% |
| Participant deferral / active EE | $5,534 | $7,899-29.9% | $7,956-30.4% | $3,835+44.3% |
| Admin fee / account holder | $164 | $1,150-85.8% | $11,381-98.6% | $1,002-83.7% |