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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 · EIN 52-1309931 | Recordkeeping | $2,463 |
AMERICAN CENTURY2+ years Service code 28 · EIN 20-2653265 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MANNING & NAPIER2+ years Service code 28 · EIN 16-1481662 | Investment Management | $0 |
NEUBERGER BERMAN2+ years Service code 28 · EIN 13-5521910 | Investment Management | $0 |
OAKMARK2+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: TROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,224 | $76,551-7.0% | $123,894-42.5% | $62,881+13.3% |
| Participation rate | 86.4% | 73.0%+13.4pp | 81.4%+5.0pp | 69.3%+17.1pp |
| Annual return | 6.34% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $6,001 | $2,882+108.2% | $4,617+30.0% | $2,281+163.1% |
| Participant deferral / active EE | $11,935 | $4,840+146.6% | $5,984+99.4% | $3,203+272.6% |
| Admin fee / account holder | $23 | $4,826-99.5% | $8,357-99.7% | $4,296-99.5% |