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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T.ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $23,139 |
COLUMBIA2+ years Service code 28 · EIN 41-1533211 | 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 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
MUNDER CAPITAL MANAGEMENT2+ years Filed as: MUNDER FUNDS Service code 28 | Investment Management | $0 |
PIMCO FUNDS2+ years Filed as: PIMCO FUND Service code 28 | Investment Management | $0 |
PIMCO FUNDS2+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,375 | $80,177-65.9% | $123,894-77.9% | $57,658-52.5% |
| Participation rate | 46.2% | 74.4%-28.2pp | 81.4%-35.2pp | 70.2%-24.0pp |
| Annual return | 11.57% | 17.90%-6.3pp | 47.52%-35.9pp | 5.13%+6.4pp |
| Employer contribution / active EE | $355 | $2,913-87.8% | $4,617-92.3% | $1,974-82.0% |
| Participant deferral / active EE | $3,939 | $5,130-23.2% | $5,984-34.2% | $3,061+28.7% |
| Admin fee / account holder | $100 | $106-5.8% | $8,357-98.8% | $95+6.0% |