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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,080 |
AB FUNDS5 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL Service code 28 · EIN 41-0449260 | Investment Management | $0 |
COHEN & STEERS5 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
THE HARTFORD5 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Filed as: VOYA Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,565 | $76,669-38.0% | $96,520-50.7% | $71,495-33.5% |
| Participation rate | 75.4% | 66.6%+8.8pp | 74.3%+1.0pp | 67.9%+7.4pp |
| Annual return | 20.61% | 48.29%-27.7pp | 35.72%-15.1pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,586 | $3,031-14.7% | $3,739-30.8% | $2,589-0.1% |
| Participant deferral / active EE | $4,359 | $3,771+15.6% | $4,879-10.6% | $4,291+1.6% |
| Admin fee / account holder | $8 | $2,028-99.6% | $6,733-99.9% | $1,588-99.5% |