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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 | $3,570 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
EAGLEASSET4 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR4 years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
MET WEST FUNDS4 years Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD FUNDS Service code 28 · EIN 23-1945930 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,701 | $62,393-9.1% | $120,580-53.0% | $74,478-23.9% |
| Participation rate | 88.0% | 56.8%+31.2pp | 72.0%+16.0pp | 67.2%+20.7pp |
| Annual return | 17.41% | 18.61%-1.2pp | 107.48%-90.1pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $3,386 | $1,845+83.6% | $3,469-2.4% | $2,626+28.9% |
| Participant deferral / active EE | $17,631 | $2,886+511.0% | $4,995+252.9% | $4,350+305.3% |
| Admin fee / account holder | $11 | $2,396-99.5% | $9,418-99.9% | $1,946-99.4% |