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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,510 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FEDERATED5+ years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS - SAYLES FUNDS Service code 28 · EIN 04-3200030 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OAKMARK1 year Filed as: OAKMARK FUNDS Service code 28 · EIN 04-3276558 | Investment Management | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $113,016 | $73,404+54.0% | $87,103+29.8% | $67,582+67.2% |
| Participation rate | 81.6% | 80.9%+0.8pp | 76.9%+4.8pp | 71.3%+10.4pp |
| Annual return | 21.82% | 48.29%-26.5pp | 28.19%-6.4pp | 378.57%-356.8pp |
| Employer contribution / active EE | $5,698 | $2,014+183.0% | $2,521+126.0% | $2,148+165.3% |
| Participant deferral / active EE | $9,089 | $3,913+132.3% | $4,049+124.5% | $3,539+156.8% |
| Admin fee / account holder | $9 | $142-93.5% | $7,491-99.9% | $142-93.5% |