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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 | $40,880 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS2+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON INVESTMENT FUNDS Service code 28 · EIN 04-3106135 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | 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 |
JANUS HENDERSON2+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,764 | $72,994-38.7% | $120,368-62.8% | $77,671-42.4% |
| Participation rate | 45.3% | 55.2%-10.0pp | 71.9%-26.6pp | 70.6%-25.3pp |
| Annual return | 12.61% | 18.23%-5.6pp | 107.26%-94.7pp | 31.21%-18.6pp |
| Employer contribution / active EE | $1,454 | $1,793-18.9% | $3,465-58.0% | $2,726-46.7% |
| Participant deferral / active EE | $2,002 | $3,011-33.5% | $4,991-59.9% | $4,648-56.9% |
| Admin fee / account holder | $129 | $658-80.5% | $9,429-98.6% | $430-70.1% |