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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,000 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS2 years Filed as: AMG FUNDS Service code 28 · EIN 06-1555594 | Investment Management | $0 |
BRANDES INVESTMENT TRUST2 years Service code 28 · EIN 33-0635360 | Investment Management | $0 |
COLUMBIA2 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LORD ABBETT2 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
LSV ASSET MANAGEMENT1 year Filed as: LSV FUNDS Service code 28 · EIN 23-2772200 | 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 | $89,442 | $73,102+22.4% | $123,552-27.6% | $56,287+58.9% |
| Participation rate | 97.2% | 74.3%+22.9pp | 82.3%+15.0pp | 69.9%+27.4pp |
| Annual return | -5.11% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,746 | $2,977+25.8% | $4,628-19.0% | $2,111+77.5% |
| Participant deferral / active EE | $10,679 | $5,423+96.9% | $6,426+66.2% | $3,350+218.8% |
| Admin fee / account holder | $17 | $554-96.9% | $9,285-99.8% | $521-96.7% |