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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $10,560 |
BLACKROCK4 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO4 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON4 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LORD ABBETT4 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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 | $86,775 | $72,994+18.9% | $120,380-27.9% | $77,692+11.7% |
| Participation rate | 97.3% | 55.2%+42.0pp | 71.9%+25.4pp | 70.6%+26.7pp |
| Annual return | 21.29% | 18.23%+3.1pp | 107.28%-86.0pp | 31.25%-10.0pp |
| Employer contribution / active EE | $7,970 | $1,793+344.5% | $3,465+130.0% | $2,726+192.3% |
| Participant deferral / active EE | $14,059 | $3,011+367.0% | $4,992+181.6% | $4,648+202.5% |
| Admin fee / account holder | $11 | $658-98.3% | $9,421-99.9% | $431-97.4% |