| Provider | Service type | Compensation |
|---|---|---|
Filed as: SANDS CAPITAL Service code 27 1000 WILSON BOULEVARD, SUITE 3000 · ARLINGTON, VA 22209 | Advisory (Plan) | $2,013,000 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,794,000 |
TOWNSQUARE CAPITAL LLC3 years Service code 26 · EIN 82-1306760 | Advisory (Participants) | $948,000 |
INVESCO5 years Service code 27 22069 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $355,000 |
Service code 26 · EIN 27-3616371 | Advisory (Participants) | $112,000 |
MERCER3 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $85,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-3297908 | Advisory (Participants) | $76,000 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 S. LASALLE STREET · CHICAGO, IL 60675 | Bank Trustee | $75,000 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $44,000 |
KPMG LLP7+ years Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $29,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,722 | $68,062+18.6% | $185,854-56.6% | $106,520-24.2% |
| Participation rate | 88.2% | 75.2%+13.0pp | 81.7%+6.5pp | 71.3%+16.9pp |
| Annual return | 14.84% | 18.20%-3.4pp | 122.12%-107.3pp | 19.28%-4.4pp |
| Employer contribution / active EE | $2,157 | $1,997+8.0% | $5,169-58.3% | $2,840-24.0% |
| Participant deferral / active EE | $4,352 | $3,990+9.1% | $5,569-21.8% | $4,948-12.0% |
| Admin fee / account holder | $111 | $53+110.9% | $16,246-99.3% | $75+49.3% |