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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,150 |
COLUMBIA9 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,307 | $87,132+11.7% | $105,624-7.9% | $80,959+20.2% |
| Participation rate | 76.4% | 70.4%+6.0pp | 75.3%+1.1pp | 67.7%+8.7pp |
| Annual return | 13.08% | 17.03%-3.9pp | 116.20%-103.1pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,186 | $2,397-8.8% | $3,168-31.0% | $2,757-20.7% |
| Participant deferral / active EE | $5,245 | $3,985+31.6% | $5,013+4.6% | $4,300+22.0% |
| Admin fee / account holder | $22 | $8,449-99.7% | $10,961-99.8% | $6,925-99.7% |