Filed July 8, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $16 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
PIMCO FUNDS1+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL FUNDS Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T.ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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 | $92,328 | $52,911+74.5% | $73,309+25.9% | $59,633+54.8% |
| Participation rate | 90.6% | 68.2%+22.4pp | 74.9%+15.7pp | 68.7%+22.0pp |
| Annual return | 1.21% | 12.20%-11.0pp | 5.67%-4.5pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $2,863 | $1,909+50.0% | $3,237-11.6% | $2,203+30.0% |
| Participant deferral / active EE | $5,693 | $4,069+39.9% | $4,991+14.1% | $3,192+78.4% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |