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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $4,681 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
ARTISAN PARTNERS3+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: JPMORGAN FUNDS Service code 28 | Investment Management | $0 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES STRATEGIC IN A Service code 28 · EIN 04-3200030 | Investment Management | $0 |
Filed as: METROPOLITAN WEST FUNDS Service code 28 · EIN 95-4597302 | Investment Management | $0 |
NUVEEN2 years Filed as: NGAM NATIXIS Service code 28 | Investment Management | $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 | $152,149 | $64,909+134.4% | $82,313+84.8% | $62,293+144.2% |
| Participation rate | 86.2% | 74.9%+11.3pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 19.10% | 21.18%-2.1pp | 25.88%-6.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $2,343 | $1,676+39.8% | $2,428-3.5% | $2,042+14.7% |
| Participant deferral / active EE | $8,789 | $3,103+183.2% | $3,706+137.1% | $3,169+177.3% |
| Admin fee / account holder | $30 | $440-93.2% | $5,608-99.5% | $479-93.7% |