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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,518 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS7 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS5 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: EAGLE ASSET Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS7 years Service code 28 · EIN 33-0629048 | 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 | $64,306 | $89,465-28.1% | $165,100-61.1% | $77,762-17.3% |
| Participation rate | 78.2% | 78.6%-0.5pp | 78.6%-0.5pp | 70.6%+7.6pp |
| Annual return | 28.55% | 28.86%-0.3pp | 70.21%-41.7pp | 31.27%-2.7pp |
| Employer contribution / active EE | $2,795 | $2,565+9.0% | $4,348-35.7% | $2,728+2.5% |
| Participant deferral / active EE | $5,243 | $4,904+6.9% | $6,035-13.1% | $4,651+12.7% |
| Admin fee / account holder | $14 | $340-95.8% | $12,696-99.9% | $433-96.7% |