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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 | $1,700 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUND Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON 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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,194 | $39,245-71.5% | $64,105-82.5% | $52,331-78.6% |
| Participation rate | 95.9% | 58.2%+37.7pp | 68.2%+27.8pp | 68.1%+27.8pp |
| Annual return | 1.34% | 14.79%-13.4pp | 791.24%-789.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,375 | $736+86.8% | $1,820-24.4% | $1,882-26.9% |
| Participant deferral / active EE | $3,645 | $1,992+83.0% | $2,822+29.2% | $3,022+20.6% |
| Admin fee / account holder | $7 | $592-98.9% | $4,499-99.9% | $592-98.9% |