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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $8,717 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
JANUS HENDERSON1+ years Filed as: JANUS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
OPPENHEIMER1+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
RIDE WORTH1+ years Service code 28 | Investment Management | $0 |
RIDGEWORTH1+ years Service code 28 · EIN 58-1604573 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
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 | $94,434 | $88,324+6.9% | $115,038-17.9% | $55,191+71.1% |
| Participation rate | 96.8% | 72.5%+24.3pp | 81.4%+15.4pp | 69.2%+27.6pp |
| Annual return | 1.36% | 6.30%-4.9pp | 26.14%-24.8pp | 10.78%-9.4pp |
| Employer contribution / active EE | $2,482 | $2,805-11.5% | $4,608-46.1% | $1,899+30.7% |
| Participant deferral / active EE | $12,440 | $5,042+146.7% | $6,026+106.4% | $3,046+308.4% |
| Admin fee / account holder | $13 | $105-87.9% | $8,175-99.8% | $91-86.0% |