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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 | $7,000 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INVESTMENT MGT Service code 28 · EIN 20-0623152 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DWS FUNDS2+ years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
EAGLEASSET2+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
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 | $44,389 | $75,183-41.0% | $123,894-64.2% | $55,167-19.5% |
| Participation rate | 74.2% | 72.8%+1.4pp | 81.4%-7.2pp | 69.0%+5.2pp |
| Annual return | 10.02% | 19.01%-9.0pp | 47.52%-37.5pp | 169.23%-159.2pp |
| Employer contribution / active EE | $1,794 | $2,823-36.4% | $4,617-61.1% | $1,963-8.6% |
| Participant deferral / active EE | $7,182 | $5,084+41.3% | $5,984+20.0% | $3,054+135.2% |
| Admin fee / account holder | $34 | $663-94.9% | $8,357-99.6% | $504-93.3% |