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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $28,830 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 28 PO BOX 64012 · BALTIMORE, MD 212644012 | Investment Management | $650 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1520346 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
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 | $104,644 | $88,360+18.4% | $145,433-28.0% | $67,986+53.9% |
| Participation rate | 70.2% | 65.5%+4.7pp | 82.1%-12.0pp | 57.2%+13.0pp |
| Annual return | 27.04% | 63.15%-36.1pp | 66.58%-39.5pp | 31.67%-4.6pp |
| Employer contribution / active EE | $2,623 | $3,054-14.1% | $4,554-42.4% | $2,019+29.9% |
| Participant deferral / active EE | $10,590 | $5,932+78.5% | $7,897+34.1% | $3,358+215.3% |
| Admin fee / account holder | $232 | $3,313-93.0% | $13,129-98.2% | $3,203-92.8% |