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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,570 |
COLUMBIA6 years Filed as: COLUMBIA FUNDS Service code 15 | Recordkeeping | $0 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,056 | $87,733-13.3% | $106,554-28.6% | $85,851-11.4% |
| Participation rate | 82.6% | 71.9%+10.7pp | 76.1%+6.5pp | 69.3%+13.3pp |
| Annual return | 14.03% | 21.86%-7.8pp | 26.80%-12.8pp | 318.63%-304.6pp |
| Employer contribution / active EE | $2,357 | $2,073+13.7% | $2,819-16.4% | $2,565-8.1% |
| Participant deferral / active EE | $5,251 | $3,469+51.4% | $4,398+19.4% | $3,952+32.8% |
| Admin fee / account holder | $13 | $6,767-99.8% | $7,408-99.8% | $6,261-99.8% |