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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,752 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN Service code 28 · EIN 13-2670991 | Investment Management | $0 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $0 |
Filed as: MET WEST Service code 28 · EIN 95-4597302 | Investment Management | $0 |
OAKMARK1 year Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER2+ 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 INC2+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2+ 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 | $217,711 | $76,551+184.4% | $123,894+75.7% | $62,881+246.2% |
| Participation rate | 85.4% | 73.0%+12.4pp | 81.4%+4.0pp | 69.3%+16.1pp |
| Annual return | 7.89% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,517 | $2,882-47.4% | $4,617-67.1% | $2,281-33.5% |
| Participant deferral / active EE | $12,046 | $4,840+148.9% | $5,984+101.3% | $3,203+276.1% |
| Admin fee / account holder | $12 | $4,826-99.7% | $8,357-99.9% | $4,296-99.7% |