Filed July 8, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
PIMCO FUNDS2+ 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 INC2+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2+ 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 | $97,674 | $56,287+73.5% | $80,977+20.6% | $62,881+55.3% |
| Participation rate | 91.3% | 68.9%+22.4pp | 75.8%+15.5pp | 69.3%+22.0pp |
| Annual return | 8.96% | 22.13%-13.2pp | 17.11%-8.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,038 | $1,943+56.4% | $3,715-18.2% | $2,281+33.2% |
| Participant deferral / active EE | $5,641 | $4,196+34.4% | $5,696-1.0% | $3,203+76.1% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |