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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,305 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS,INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1 year Filed as: T.ROWE PRICE RPS,INC. Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2 years Filed as: TRP Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD FUNDS Service code 28 · EIN 23-1945930 | Investment Management | $0 |
VICTORY2 years 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 | $150,332 | $85,766+75.3% | $136,298+10.3% | $70,126+114.4% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 23.17% | 31.46%-8.3pp | 5156.27%-5133.1pp | 73.15%-50.0pp |
| Employer contribution / active EE | $718 | $2,966-75.8% | $4,696-84.7% | $2,343-69.4% |
| Participant deferral / active EE | $8,472 | $5,051+67.7% | $6,247+35.6% | $3,332+154.3% |
| Admin fee / account holder | $38 | $5,421-99.3% | $9,244-99.6% | $4,645-99.2% |