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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 · EIN 52-1309931 | Recordkeeping | $2,200 |
AMERICAN FUNDS1 year Service code 28 · EIN 75-2401150 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EATON VANCE1 year Filed as: EATON VANCE FUNDS Service code 28 · EIN 04-2718215 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Filed as: PRUDENTIAL FUNDS Service code 28 · EIN 22-3703799 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,130 | $98,766-53.3% | $149,730-69.2% | $79,852-42.2% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 24.99% | 27.43%-2.4pp | 276.70%-251.7pp | 31.72%-6.7pp |
| Employer contribution / active EE | $11,511 | $3,217+257.8% | $4,645+147.8% | $2,471+365.8% |
| Participant deferral / active EE | $23,549 | $5,681+314.5% | $6,843+244.1% | $3,740+529.6% |
| Admin fee / account holder | $16 | $6,052-99.7% | $9,310-99.8% | $5,306-99.7% |