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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $14,175 |
PIMCO FUNDS1+ years Service code 28 · EIN 33-0629048 | 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 | $29,308 | $56,640-48.3% | $80,977-63.8% | $57,658-49.2% |
| Participation rate | 72.9% | 75.9%-2.9pp | 75.8%-2.9pp | 70.2%+2.7pp |
| Annual return | 19.67% | 19.97%-0.3pp | 17.11%+2.6pp | 5.13%+14.5pp |
| Employer contribution / active EE | $1,753 | $2,085-15.9% | $3,715-52.8% | $1,974-11.2% |
| Participant deferral / active EE | $4,716 | $4,944-4.6% | $5,696-17.2% | $3,061+54.1% |
| Admin fee / account holder | $32 | $87-63.2% | $5,517-99.4% | $95-66.1% |