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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN Service code 28 · EIN 13-2670991 | Investment Management | $0 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $0 |
Filed as: MET WEST Service code 28 · EIN 95-4597302 | Investment Management | $0 |
OPPENHEIMER1+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $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 | $202,946 | $72,177+181.2% | $115,038+76.4% | $59,633+240.3% |
| Participation rate | 90.2% | 72.6%+17.7pp | 81.4%+8.9pp | 68.7%+21.6pp |
| Annual return | 3.23% | 12.02%-8.8pp | 26.14%-22.9pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $1,672 | $2,841-41.2% | $4,608-63.7% | $2,203-24.1% |
| Participant deferral / active EE | $13,440 | $4,783+181.0% | $6,026+123.0% | $3,192+321.1% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |