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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,227 |
ARTISAN PARTNERS2+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
FID INV INST OPS CO2+ years Filed as: FID SPARTAN TOTAL MKT INDEX I Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 | Investment Management | $0 |
Filed as: FIDELITY SPARTAN INTL INDEX Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
JANUS HENDERSON2+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES STRATEGIC IN A Service code 28 · EIN 04-3200030 | Investment Management | $0 |
NUVEEN1 year Filed as: NGAM NATIXIS Service code 28 | Investment Management | $0 |
OAKMARK2+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $136,286 | $60,165+126.5% | $74,184+83.7% | $55,167+147.0% |
| Participation rate | 87.1% | 74.2%+12.9pp | 76.6%+10.5pp | 69.0%+18.1pp |
| Annual return | 6.37% | 10.00%-3.6pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,957 | $1,600+22.3% | $2,370-17.4% | $1,963-0.3% |
| Participant deferral / active EE | $8,884 | $2,973+198.9% | $3,550+150.3% | $3,054+190.9% |
| Admin fee / account holder | $14 | $419-96.6% | $5,586-99.7% | $504-97.2% |