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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $22,190 |
AMERICAN FUNDS9 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DODGE & COX9 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR8 years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO9 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
T ROWE PRICE RPS INC8 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,659 | $69,454+164.4% | $180,183+1.9% | $74,304+147.2% |
| Participation rate | 89.7% | 61.8%+27.9pp | 77.4%+12.3pp | 60.3%+29.4pp |
| Annual return | 13.46% | 25.86%-12.4pp | 27.86%-14.4pp | 29.43%-16.0pp |
| Employer contribution / active EE | $12,076 | $3,155+282.8% | $5,039+139.7% | $2,241+438.8% |
| Participant deferral / active EE | $6,385 | $4,662+37.0% | $6,822-6.4% | $3,767+69.5% |
| Admin fee / account holder | $139 | $3,036-95.4% | $19,975-99.3% | $2,969-95.3% |