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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $657 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
COHEN & STEERS1 year Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Filed as: VOYA FUNDS Service code 28 7337 E. DOUBLETREE RANCH RD. · SCOTTSDALE, AZ 85258 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,853 | $63,114-74.9% | $92,909-82.9% | $65,185-75.7% |
| Participation rate | 76.4% | 68.8%+7.6pp | 76.0%+0.4pp | 70.2%+6.2pp |
| Annual return | 29.68% | 28.75%+0.9pp | 109.44%-79.8pp | 29.38%+0.3pp |
| Employer contribution / active EE | $2,022 | $2,571-21.3% | $3,653-44.6% | $2,177-7.1% |
| Participant deferral / active EE | $3,092 | $3,108-0.5% | $4,238-27.0% | $3,514-12.0% |
| Admin fee / account holder | $5 | $624-99.2% | $5,795-99.9% | $847-99.4% |