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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Filed as: T ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $6,990 |
AMERICAN CENTURY5 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-2653265 | Investment Management | $0 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS8+ 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 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,432 | $82,163+2.8% | $125,381-32.7% | $64,819+30.3% |
| Participation rate | 75.3% | 77.9%-2.6pp | 82.4%-7.1pp | 71.5%+3.8pp |
| Annual return | -21.07% | 3.49%-24.6pp | 572.31%-593.4pp | 32.84%-53.9pp |
| Employer contribution / active EE | $2,366 | $3,616-34.6% | $4,815-50.9% | $2,507-5.6% |
| Participant deferral / active EE | $9,568 | $7,175+33.4% | $7,448+28.5% | $4,311+121.9% |
| Admin fee / account holder | $28 | $163-82.9% | $10,007-99.7% | $188-85.1% |