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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Filed as: T ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $25,712 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-2653265 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS7+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO2 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,490 | $104,482-8.6% | $159,455-40.1% | $79,393+20.3% |
| Participation rate | 70.0% | 76.6%-6.7pp | 82.8%-12.9pp | 70.7%-0.8pp |
| Annual return | 14.05% | 67.96%-53.9pp | 263.63%-249.6pp | 116.87%-102.8pp |
| Employer contribution / active EE | $2,296 | $3,416-32.8% | $4,830-52.5% | $2,428-5.4% |
| Participant deferral / active EE | $9,165 | $6,467+41.7% | $7,353+24.6% | $4,046+126.5% |
| Admin fee / account holder | $102 | $711-85.7% | $10,800-99.1% | $627-83.7% |