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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: FROST BROWN TODD LLP Service code 29 · EIN 61-0722001 | Legal | $9,955 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $2,800 |
JANUS HENDERSON2+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
PIMCO FUNDS2+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
PIMCO FUNDS2+ years Filed as: PIMCO TOTAL RETURN ADMIN Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,941 | $79,209+32.5% | $102,434+2.4% | $74,459+40.9% |
| Participation rate | 98.8% | 74.8%+24.0pp | 76.5%+22.3pp | 67.2%+31.6pp |
| Annual return | 16.50% | 54.98%-38.5pp | 29.46%-13.0pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,573 | $4,417+26.2% | $5,055+10.3% | $4,350+28.1% |
| Admin fee / account holder | $71 | $2,002-96.5% | $9,462-99.3% | $1,945-96.4% |