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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,575 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUND Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OPPENHEIMER2+ 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 INC2+ 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 | $13,105 | $37,044-64.6% | $71,796-81.7% | $57,658-77.3% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.1%+27.2pp | 70.2%+26.0pp |
| Annual return | 12.70% | 12.64%+0.1pp | 78.04%-65.3pp | 5.13%+7.6pp |
| Employer contribution / active EE | $1,270 | $720+76.3% | $1,924-34.0% | $1,974-35.7% |
| Participant deferral / active EE | $3,430 | $1,974+73.8% | $2,794+22.8% | $3,061+12.1% |
| Admin fee / account holder | $11 | $101-89.0% | $4,815-99.8% | $95-88.3% |