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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,250 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 28 | Investment Management | $0 |
COLUMBIA3 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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,664 | $58,093-12.8% | $80,022-36.7% | $56,289-10.0% |
| Participation rate | 77.1% | 73.6%+3.5pp | 75.8%+1.3pp | 69.9%+7.3pp |
| Annual return | -5.68% | 34.63%-40.3pp | 11.22%-16.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,135 | $3,1360% | $3,686-14.9% | $3,350-6.4% |
| Admin fee / account holder | $10 | $623-98.3% | $6,521-99.8% | $521-98.0% |