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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $83,113 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY FUNDS 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 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD FUNDS Service code 28 · EIN 23-1945930 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,370 | $65,960-61.5% | $81,882-69.0% | $77,762-67.4% |
| Participation rate | 98.7% | 65.8%+32.9pp | 72.4%+26.3pp | 70.6%+28.1pp |
| Annual return | 17.16% | 26.64%-9.5pp | 779.47%-762.3pp | 31.27%-14.1pp |
| Employer contribution / active EE | $1,262 | $2,375-46.9% | $2,916-56.7% | $2,728-53.7% |
| Participant deferral / active EE | $4,622 | $3,505+31.9% | $4,323+6.9% | $4,651-0.6% |
| Admin fee / account holder | $150 | $526-71.5% | $7,360-98.0% | $433-65.3% |