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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 · EIN 52-1309931 | Recordkeeping | $1,730 |
AMERICAN FUNDS4 years Service code 28 · EIN 75-2401150 | Investment Management | $0 |
COLUMBIA4 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EATON VANCE4 years 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: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years 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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,883 | $93,589-1.8% | $135,942-32.4% | $75,181+22.2% |
| Participation rate | 93.5% | 75.2%+18.4pp | 81.9%+11.6pp | 67.2%+26.4pp |
| Annual return | 18.74% | 30.90%-12.2pp | 68.28%-49.5pp | 160.69%-141.9pp |
| Employer contribution / active EE | $11,504 | $3,537+225.2% | $4,858+136.8% | $2,671+330.8% |
| Participant deferral / active EE | $22,341 | $6,405+248.8% | $7,759+187.9% | $4,126+441.5% |
| Admin fee / account holder | $17 | $6,977-99.8% | $10,764-99.8% | $5,650-99.7% |