Filed January 10, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $20,616 |
ALLSPRING1 year Service code 28 1415 VANTAGE PARK DR · CHARLOTTE, NC 28203 | Investment Management | $0 |
AB FUNDS1 year Filed as: AM FUNDS Service code 28 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 75-2401150 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,390 | $83,023-71.8% | $102,437-77.2% | $77,762-69.9% |
| Participation rate | 13.1% | 71.5%-58.4pp | 74.5%-61.4pp | 70.6%-57.5pp |
| Annual return | 12.09% | 19.12%-7.0pp | 24.95%-12.9pp | 31.27%-19.2pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,260 | $4,110-69.3% | $5,060-75.1% | $4,651-72.9% |
| Admin fee / account holder | $129 | $639-79.8% | $8,388-98.5% | $433-70.2% |