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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $65,475 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL Service code 28 · EIN 41-0449260 | Investment Management | $0 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6 years Filed as: DIMENSIONAL Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON6 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS6 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | 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 | $49,717 | $107,218-53.6% | $115,768-57.1% | $79,634-37.6% |
| Participation rate | 36.8% | 76.8%-40.0pp | 74.4%-37.6pp | 62.5%-25.7pp |
| Annual return | 15.01% | 15.41%-0.4pp | 100.46%-85.5pp | 36.46%-21.5pp |
| Employer contribution / active EE | $1,153 | $3,627-68.2% | $2,940-60.8% | $2,529-54.4% |
| Participant deferral / active EE | $2,258 | $5,091-55.6% | $4,917-54.1% | $3,835-41.1% |
| Admin fee / account holder | $258 | $576-55.2% | $12,439-97.9% | $1,002-74.3% |