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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $14,157 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS3 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS HENDERSON5 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,123 | $73,149-90.3% | $120,574-94.1% | $77,736-90.8% |
| Participation rate | 73.1% | 55.2%+17.9pp | 71.9%+1.1pp | 70.6%+2.5pp |
| Annual return | 20.64% | 18.24%+2.4pp | 107.42%-86.8pp | 31.26%-10.6pp |
| Employer contribution / active EE | $667 | $1,793-62.8% | $3,471-80.8% | $2,728-75.5% |
| Participant deferral / active EE | $1,492 | $3,006-50.4% | $4,996-70.1% | $4,651-67.9% |
| Admin fee / account holder | $32 | $660-95.2% | $9,445-99.7% | $433-92.6% |