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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $120 |
COHEN & STEERS4 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA5 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 |
INVESCO4 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON4 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LOOMIS SAYLES6 years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS6 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,065 | $91,474+105.6% | $135,982+38.3% | $71,529+162.9% |
| Participation rate | 85.0% | 75.7%+9.3pp | 81.9%+3.1pp | 67.9%+17.1pp |
| Annual return | 18.47% | 29.89%-11.4pp | 68.32%-49.9pp | 28.97%-10.5pp |
| Employer contribution / active EE | $1,957 | $3,705-47.2% | $4,859-59.7% | $2,590-24.4% |
| Participant deferral / active EE | $11,051 | $7,095+55.8% | $7,760+42.4% | $4,291+157.5% |
| Admin fee / account holder | $192 | $1,267-84.9% | $10,767-98.2% | $1,588-87.9% |