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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $23,540 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS9+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FEDERATED9+ 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 |
INVESCO4 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES4 years Filed as: LOOMIS - SAYLES - NATIXIS Service code 28 | Investment Management | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS - SAYLES - NATIXIS FUNDS Service code 28 · EIN 04-3200030 | Investment Management | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,134 | $99,168+54.4% | $96,534+58.6% | $74,460+105.7% |
| Participation rate | 78.9% | 80.7%-1.7pp | 76.0%+2.9pp | 70.7%+8.2pp |
| Annual return | 17.47% | 22.40%-4.9pp | 25.88%-8.4pp | 34.38%-16.9pp |
| Employer contribution / active EE | $5,200 | $2,570+102.4% | $2,965+75.4% | $2,638+97.1% |
| Participant deferral / active EE | $8,636 | $4,936+74.9% | $4,851+78.0% | $4,530+90.6% |
| Admin fee / account holder | $69 | $225-69.4% | $8,253-99.2% | $348-80.2% |