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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 | $1,950 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT Service code 28 | Investment Management | $0 |
COLUMBIA4 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 |
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 | $62,370 | $66,319-6.0% | $93,621-33.4% | $65,186-4.3% |
| Participation rate | 75.6% | 74.0%+1.6pp | 75.8%-0.3pp | 70.2%+5.4pp |
| Annual return | 22.48% | 42.59%-20.1pp | 32.76%-10.3pp | 29.39%-6.9pp |
| Employer contribution / active EE | $1,905 | $2,013-5.4% | $2,719-29.9% | $2,177-12.5% |
| Participant deferral / active EE | $3,616 | $3,343+8.2% | $4,070-11.1% | $3,514+2.9% |
| Admin fee / account holder | $15 | $6,900-99.8% | $7,890-99.8% | $847-98.2% |