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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $31,276 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | 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 | $48,183 | $101,539-52.5% | $147,041-67.2% | $74,400-35.2% |
| Participation rate | 64.6% | 75.5%-10.9pp | 82.2%-17.6pp | 67.2%-2.6pp |
| Annual return | 14.30% | 8740.84%-8726.5pp | 419.21%-404.9pp | 1367.51%-1353.2pp |
| Employer contribution / active EE | $1,511 | $3,811-60.4% | $4,935-69.4% | $2,624-42.4% |
| Participant deferral / active EE | $5,463 | $7,304-25.2% | $8,071-32.3% | $4,348+25.6% |
| Admin fee / account holder | $111 | $1,749-93.7% | $13,006-99.2% | $1,944-94.3% |