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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 | $1,150 |
AMERICAN FUNDS2 years Service code 15 · EIN 95-1411037 | Recordkeeping | $0 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE Service code 15 251 LITTLE FALLS DRIVE · WILMINGTON, DE 19808 | Recordkeeping | $0 |
Filed as: FIDELITY Service code 15 · EIN 04-2647786 | Recordkeeping | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN Service code 28 | Investment Management | $0 |
GOLDMAN SACHS2 years Service code 15 · EIN 13-3575636 | Recordkeeping | $0 |
HARBOR2 years Filed as: HARBOR CAPITAL Service code 15 · EIN 04-2679462 | Recordkeeping | $0 |
Filed as: JOHN HANCOCK Service code 15 · EIN 04-3483032 | Recordkeeping | $0 |
Filed as: MASSMUTUAL Service code 15 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping | $0 |
Filed as: MET WEST Service code 15 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,454 | $68,586-6.0% | $120,380-46.5% | $80,911-20.3% |
| Participation rate | 82.2% | 61.6%+20.6pp | 71.9%+10.3pp | 67.6%+14.6pp |
| Annual return | 15.67% | 23.62%-7.9pp | 107.28%-91.6pp | 35.63%-20.0pp |
| Employer contribution / active EE | $4,335 | $2,053+111.2% | $3,465+25.1% | $2,756+57.3% |
| Participant deferral / active EE | $9,203 | $3,174+189.9% | $4,992+84.3% | $4,297+114.2% |
| Admin fee / account holder | $13 | $5,733-99.8% | $9,421-99.9% | $6,935-99.8% |