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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $23,797 |
AMERICAN CENTURY7 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-2653265 | Investment Management | $0 |
AMERICAN FUNDS7 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS10+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO5 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $121,052 | $106,164+14.0% | $147,041-17.7% | $77,692+55.8% |
| Participation rate | 67.6% | 78.4%-10.8pp | 82.2%-14.6pp | 70.6%-3.0pp |
| Annual return | 15.67% | 56.81%-41.1pp | 419.21%-403.5pp | 31.25%-15.6pp |
| Employer contribution / active EE | $2,411 | $4,066-40.7% | $4,935-51.1% | $2,726-11.6% |
| Participant deferral / active EE | $9,644 | $7,993+20.7% | $8,071+19.5% | $4,648+107.5% |
| Admin fee / account holder | $179 | $338-47.1% | $13,006-98.6% | $431-58.5% |