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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 | $7,311 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY1+ years Service code 28 | Investment Management | $0 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENT Service code 28 · EIN 20-0623152 | Investment Management | $0 |
COLUMBIA1+ 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 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 13-2670091 | Investment Management | $0 |
OAKMARK1+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL FUNDS Service code 28 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,266 | $50,498-69.8% | $75,781-79.9% | $55,191-72.3% |
| Participation rate | 84.4% | 69.4%+14.9pp | 75.8%+8.6pp | 69.2%+15.2pp |
| Annual return | 1.10% | 1.80%-0.7pp | 9.68%-8.6pp | 10.78%-9.7pp |
| Employer contribution / active EE | $245 | $2,291-89.3% | $3,323-92.6% | $1,899-87.1% |
| Participant deferral / active EE | $1,331 | $2,589-48.6% | $3,651-63.5% | $3,046-56.3% |
| Admin fee / account holder | $21 | $123-82.8% | $5,299-99.6% | $91-76.7% |