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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,440 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
EAGLEASSET2 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR2 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 FUNDS2 years Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
VICTORY2 years Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,996 | $52,122-48.2% | $104,301-74.1% | $64,814-58.3% |
| Participation rate | 79.5% | 56.0%+23.5pp | 73.3%+6.2pp | 71.5%+8.0pp |
| Annual return | -8.57% | 13.26%-21.8pp | 24.61%-33.2pp | 32.84%-41.4pp |
| Employer contribution / active EE | $2,219 | $1,627+36.4% | $3,373-34.2% | $2,507-11.5% |
| Participant deferral / active EE | $10,362 | $2,823+267.1% | $4,626+124.0% | $4,310+140.4% |
| Admin fee / account holder | $5 | $155-96.9% | $7,340-99.9% | $188-97.5% |