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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 10 · EIN 52-0783935 | Accounting | $24,473 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $3,205 |
JANUS HENDERSON3+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
PIMCO FUNDS3+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
PIMCO FUNDS3+ years Filed as: PIMCO TOTAL RETURN ADMIN Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ 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.
Annual investment return 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 | $110,622 | $79,867+38.5% | $120,344-8.1% | $64,340+71.9% |
| Participation rate | 99.4% | 63.0%+36.4pp | 76.7%+22.7pp | 55.2%+44.2pp |
| Annual return | 9.12% | 21.10%-12.0pp | 20.30%-11.2pp | 24.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $5,640 | $3,593+57.0% | $5,135+9.8% | $2,980+89.2% |
| Admin fee / account holder | $147 | $5,039-97.1% | $12,742-98.8% | $3,703-96.0% |