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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $33,911 |
AMERICAN FUNDS5 years Filed as: AMG FUNDS Service code 28 · EIN 06-1555943 | Investment Management | $0 |
ARTISAN PARTNERS5 years Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
BAIRD FUNDS5 years Service code 28 · EIN 39-2002095 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON5 years Filed as: DREYFUS Service code 28 · EIN 13-5673135 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FROST BANK5 years Filed as: FROST BANK FUNDS Service code 28 · EIN 74-2058155 | Investment Management | $0 |
MANNING & NAPIER5 years Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,370 | $101,591-33.7% | $147,096-54.2% | $74,429-9.5% |
| Participation rate | 89.3% | 75.5%+13.8pp | 82.2%+7.2pp | 67.2%+22.1pp |
| Annual return | 15.31% | 8746.45%-8731.1pp | 419.75%-404.4pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $134 | $3,813-96.5% | $4,936-97.3% | $2,625-94.9% |
| Participant deferral / active EE | $13,142 | $7,302+80.0% | $8,071+62.8% | $4,348+202.2% |
| Admin fee / account holder | $102 | $1,750-94.1% | $13,005-99.2% | $1,944-94.7% |