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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,930 |
AB FUNDS6 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN FUNDS8 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA8 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Service code 28 · EIN 13-5598093 | Investment Management | $0 |
DODGE & COX4 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON6 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO7 years Service code 28 · EIN 26-4521338 | 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 | $187,551 | $106,110+76.8% | $147,005+27.6% | $77,671+141.5% |
| Participation rate | 92.1% | 78.4%+13.7pp | 82.2%+10.0pp | 70.6%+21.6pp |
| Annual return | 18.47% | 56.77%-38.3pp | 418.76%-400.3pp | 31.21%-12.7pp |
| Employer contribution / active EE | $4,629 | $4,065+13.9% | $4,934-6.2% | $2,726+69.8% |
| Participant deferral / active EE | $12,767 | $7,992+59.8% | $8,070+58.2% | $4,648+174.7% |
| Admin fee / account holder | $17 | $338-95.1% | $13,006-99.9% | $430-96.2% |