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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 | $87,106+11.7% | $105,607-7.9% | $80,935+20.2% |
| Participation rate | 76.4% | 70.4%+6.0pp | 75.3%+1.1pp | 67.7%+8.7pp |
| Annual return | 13.08% | 17.01%-3.9pp | 116.11%-103.0pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,186 | $2,396-8.8% | $3,167-31.0% | $2,757-20.7% |
| Participant deferral / active EE | $5,245 | $3,986+31.6% | $5,011+4.7% | $4,299+22.0% |
| Admin fee / account holder | $22 | $8,447-99.7% | $10,958-99.8% | $6,924-99.7% |