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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 | $1,615 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FEDERATED2+ years Service code 28 | Investment Management | $0 |
FEDERATED2+ years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
AB FUNDS2+ years Filed as: FUNDS NATIXIS Service code 28 | Investment Management | $0 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-3483032 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 15 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,615 | $60,165+42.3% | $74,184+15.4% | $55,167+55.2% |
| Participation rate | 75.2% | 74.2%+1.1pp | 76.6%-1.4pp | 69.0%+6.3pp |
| Annual return | 11.48% | 10.00%+1.5pp | 17.74%-6.3pp | 169.23%-157.7pp |
| Employer contribution / active EE | $5,155 | $1,600+222.2% | $2,370+117.5% | $1,963+162.6% |
| Participant deferral / active EE | $7,937 | $2,973+167.0% | $3,550+123.6% | $3,054+159.9% |
| Admin fee / account holder | $9 | $419-97.9% | $5,586-99.8% | $504-98.2% |