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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $850 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
NATIXIS FUNDS1 year Service code 28 · EIN 04-3200030 | Investment Management | $0 |
OAKMARK1 year Filed as: OAKMARK FUNDS Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS7 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG7 years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,039 | $88,634+49.0% | $101,326+30.3% | $74,304+77.7% |
| Participation rate | 51.4% | 76.9%-25.5pp | 81.5%-30.1pp | 60.3%-9.0pp |
| Annual return | 14.38% | 33.10%-18.7pp | 36.82%-22.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $2,368 | $2,930-19.2% | $3,665-35.4% | $2,241+5.7% |
| Participant deferral / active EE | $4,284 | $7,322-41.5% | $7,994-46.4% | $3,767+13.7% |
| Admin fee / account holder | $7 | $2,425-99.7% | $11,185-99.9% | $2,969-99.8% |