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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GROSS MENDELSOHN & ASSOCIATES Service code 10 · EIN 52-0982413 | Accounting | $9,000 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1073463 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $117,932 | $58,093+103.0% | $80,022+47.4% | $56,289+109.5% |
| Participation rate | 86.4% | 73.6%+12.7pp | 75.8%+10.5pp | 69.9%+16.5pp |
| Annual return | -1.51% | 34.63%-36.1pp | 11.22%-12.7pp | -9.96%+8.4pp |
| Employer contribution / active EE | $10,438 | $1,933+440.1% | $2,468+322.9% | $2,111+394.4% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $94 | $623-84.8% | $6,521-98.6% | $521-81.9% |