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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,211 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: AMG FUNDS Service code 28 · EIN 06-1555594 | Investment Management | $0 |
BRANDES INVESTMENT TRUST3 years Service code 28 · EIN 33-0635360 | Investment Management | $0 |
COLUMBIA3 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 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO2 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | 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 | $107,336 | $89,652+19.7% | $141,191-24.0% | $65,185+64.7% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.5%+14.9pp | 70.2%+27.2pp |
| Annual return | 28.41% | 32.79%-4.4pp | 71.41%-43.0pp | 29.38%-1.0pp |
| Employer contribution / active EE | $4,349 | $3,065+41.9% | $4,736-8.2% | $2,177+99.8% |
| Participant deferral / active EE | $12,681 | $5,691+122.8% | $6,710+89.0% | $3,514+260.9% |
| Admin fee / account holder | $22 | $569-96.1% | $10,264-99.8% | $847-97.4% |