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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON ST. · CHICAGO, IL 60602 | Advisory (Participants) | $966 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $387 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUND Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $150,274 | $55,182+172.3% | $73,309+105.0% | $55,191+172.3% |
| Participation rate | 68.2% | 73.9%-5.7pp | 74.9%-6.7pp | 69.2%-1.0pp |
| Annual return | 2.09% | 8.55%-6.5pp | 5.67%-3.6pp | 10.78%-8.7pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,219 | $4,641+12.5% | $4,991+4.6% | $3,046+71.3% |
| Admin fee / account holder | $0 | $68-100.0% | $5,635-100.0% | $91-100.0% |