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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,650 |
COLUMBIA2 years Filed as: COLUMBIA FUNDS Service code 28 | Investment Management | $0 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | 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 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC.CO Service code 15 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,163 | $63,314-17.6% | $91,004-42.7% | $62,293-16.3% |
| Participation rate | 76.6% | 73.3%+3.3pp | 75.6%+1.0pp | 69.5%+7.1pp |
| Annual return | 18.74% | 21.00%-2.3pp | 4.60%+14.1pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,061 | $1,807-41.3% | $2,456-56.8% | $2,042-48.0% |
| Participant deferral / active EE | $3,257 | $2,944+10.6% | $3,548-8.2% | $3,169+2.8% |
| Admin fee / account holder | $13 | $468-97.2% | $5,417-99.8% | $479-97.3% |