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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 | $4,085 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS,INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1 year Filed as: TRP Service code 15 | Recordkeeping | $0 |
VICTORY1 year Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161 | Investment Management | $0 |
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 | $110,985 | $76,551+45.0% | $123,894-10.4% | $62,881+76.5% |
| Participation rate | 81.8% | 73.0%+8.8pp | 81.4%+0.4pp | 69.3%+12.5pp |
| Annual return | 9.52% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $673 | $2,882-76.7% | $4,617-85.4% | $2,281-70.5% |
| Participant deferral / active EE | $6,924 | $4,840+43.1% | $5,984+15.7% | $3,203+116.2% |
| Admin fee / account holder | $33 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |