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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $16,000 |
PIMCO FUNDS2+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA1+ years Filed as: TIAA CREF Service code 28 | Investment Management | $0 |
TIAA1+ years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
VICTORY1+ years Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161 | Investment Management | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 | Investment Management | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO FUNDS Service code 28 · EIN 41-0449260 | Investment Management | $0 |
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 | $33,395 | $65,592-49.1% | $90,160-63.0% | $69,631-52.0% |
| Participation rate | 77.7% | 77.6%0pp | 76.9%+0.8pp | 70.7%+7.0pp |
| Annual return | 24.27% | 57.10%-32.8pp | 34.88%-10.6pp | 27571.02%-27546.7pp |
| Employer contribution / active EE | $2,134 | $2,193-2.7% | $3,318-35.7% | $2,032+5.0% |
| Participant deferral / active EE | $5,727 | $5,257+8.9% | $5,288+8.3% | $3,224+77.7% |
| Admin fee / account holder | $29 | $86-65.9% | $5,943-99.5% | $110-73.5% |