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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $86,817 |
AB FUNDS5 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN FUNDS7 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $0 |
COLUMBIA7 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON5 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO6 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS HENDERSON4 years Service code 28 · EIN 43-1804048 | 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 | $158,038 | $91,424+72.9% | $135,942+16.3% | $71,495+121.0% |
| Participation rate | 95.5% | 75.7%+19.9pp | 81.9%+13.6pp | 67.9%+27.6pp |
| Annual return | 23.56% | 29.90%-6.3pp | 68.28%-44.7pp | 28.85%-5.3pp |
| Employer contribution / active EE | $5,107 | $3,704+37.9% | $4,858+5.1% | $2,589+97.2% |
| Participant deferral / active EE | $13,412 | $7,092+89.1% | $7,759+72.9% | $4,291+212.6% |
| Admin fee / account holder | $250 | $1,266-80.2% | $10,764-97.7% | $1,588-84.2% |