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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 | $7,748 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FIRST EAGLE2 years Filed as: FIRST EAGLE FUNDS Service code 28 · EIN 13-3392291 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
NEUBERGER BERMAN2 years Service code 28 | Investment Management | $0 |
NEUBERGER BERMAN2 years Filed as: NEUBERGET BERMAN Service code 28 | Investment Management | $0 |
NEUBERGER BERMAN2 years Filed as: NEWBERGER BERMAN Service code 28 · EIN 13-5521910 | Investment Management | $0 |
OAKMARK2 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,628 | $101,653+7.8% | $147,080-25.5% | $74,459+47.2% |
| Participation rate | 64.4% | 75.6%-11.2pp | 82.2%-17.8pp | 67.2%-2.9pp |
| Annual return | 23.35% | 8754.98%-8731.6pp | 420.17%-396.8pp | 1369.70%-1346.4pp |
| Employer contribution / active EE | $2,919 | $3,813-23.5% | $4,933-40.8% | $2,626+11.2% |
| Participant deferral / active EE | $6,884 | $7,304-5.8% | $8,066-14.7% | $4,350+58.3% |
| Admin fee / account holder | $48 | $1,752-97.3% | $12,989-99.6% | $1,945-97.5% |