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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T.ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $26,598 |
COLUMBIA3+ years Service code 28 · EIN 41-1533211 | Investment Management | $0 |
DODGE & COX3+ 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 BARNEY3+ years Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
MUNDER CAPITAL MANAGEMENT3+ years Filed as: MUNDER FUNDS Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
VICTORY3+ years Filed as: VICTORY FUND Service code 28 · EIN 13-2700161 | Investment Management | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,020 | $155,795-80.1% | $136,297-77.2% | $69,631-55.5% |
| Participation rate | 41.6% | 75.2%-33.6pp | 81.9%-40.3pp | 70.7%-29.1pp |
| Annual return | 25.38% | 232464.33%-232439.0pp | 5156.16%-5130.8pp | 27571.02%-27545.6pp |
| Employer contribution / active EE | $302 | $2,991-89.9% | $4,696-93.6% | $2,032-85.1% |
| Participant deferral / active EE | $2,857 | $5,394-47.0% | $6,247-54.3% | $3,224-11.4% |
| Admin fee / account holder | $99 | $128-23.2% | $9,244-98.9% | $110-10.8% |