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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $16,500 |
ALGER1 year Filed as: ALGER FUNDS Service code 28 P.O. BOX 8480 · BOSTON, MA 022668480 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 20-0623152 | Investment Management | $0 |
EATON VANCE1 year Filed as: EATON FUNDS Service code 28 · EIN 04-2718215 | Investment Management | $0 |
GOLDMAN SACHS1 year Service code 28 · EIN 13-3575636 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 04-2718215 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIONEER1 year Filed as: PIONEER FUNDS Service code 28 · EIN 13-5657669 | Investment Management | $0 |
Filed as: PRUDENTIAL FUNDS Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,332 | $77,813-41.7% | $123,544-63.3% | $64,186-29.4% |
| Participation rate | 43.6% | 74.7%-31.1pp | 82.3%-38.7pp | 69.6%-25.9pp |
| Annual return | -7.86% | 12.48%-20.3pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,663 | $3,014-44.8% | $4,628-64.1% | $2,381-30.2% |
| Participant deferral / active EE | $3,578 | $5,240-31.7% | $6,426-44.3% | $3,470+3.1% |
| Admin fee / account holder | $149 | $5,519-97.3% | $9,284-98.4% | $4,888-97.0% |