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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 | $68,878-6.4% | $120,574-46.5% | $80,935-20.4% |
| Participation rate | 82.2% | 61.7%+20.5pp | 71.9%+10.3pp | 67.7%+14.6pp |
| Annual return | 15.67% | 23.67%-8.0pp | 107.42%-91.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $4,335 | $2,065+109.9% | $3,471+24.9% | $2,757+57.2% |
| Participant deferral / active EE | $9,203 | $3,189+188.6% | $4,996+84.2% | $4,299+114.0% |
| Admin fee / account holder | $13 | $5,782-99.8% | $9,445-99.9% | $6,924-99.8% |