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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,180 |
AB FUNDS4 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BRANDES INVESTMENT TRUST6 years Service code 28 · EIN 33-0635360 | Investment Management | $0 |
COLUMBIA6 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON4 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO5 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS HENDERSON3 years Service code 28 · EIN 43-1804048 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,791 | $84,482+52.4% | $125,363+2.7% | $66,930+92.4% |
| Participation rate | 96.2% | 76.4%+19.8pp | 82.4%+13.8pp | 69.8%+26.4pp |
| Annual return | -21.86% | -8.49%-13.4pp | 572.15%-594.0pp | 1.57%-23.4pp |
| Employer contribution / active EE | $3,595 | $3,553+1.2% | $4,815-25.3% | $2,545+41.2% |
| Participant deferral / active EE | $12,478 | $6,782+84.0% | $7,447+67.6% | $4,238+194.4% |
| Admin fee / account holder | $22 | $685-96.8% | $10,005-99.8% | $593-96.3% |