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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Filed as: T ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $19,151 |
AMERICAN CENTURY6 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-2653265 | Investment Management | $0 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK4 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS9+ 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 |
INVESCO4 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,451 | $95,417+4.2% | $135,974-26.9% | $74,460+33.6% |
| Participation rate | 78.8% | 78.2%+0.6pp | 81.9%-3.1pp | 70.7%+8.0pp |
| Annual return | 20.01% | 32.76%-12.7pp | 68.30%-48.3pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,703 | $3,878-30.3% | $4,859-44.4% | $2,638+2.5% |
| Participant deferral / active EE | $10,732 | $7,789+37.8% | $7,760+38.3% | $4,530+136.9% |
| Admin fee / account holder | $144 | $266-45.9% | $10,767-98.7% | $348-58.6% |