| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,073,923 |
MORNINGSTAR9+ years Service code 26 22 WT WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $116,590 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,676 | $96,393+25.2% | $130,298-7.4% | $96,393+25.2% |
| Participation rate | 80.2% | 71.3%+8.9pp | 76.3%+3.9pp | 71.3%+8.9pp |
| Annual return | 19.08% | 22.88%-3.8pp | 38.90%-19.8pp | 22.88%-3.8pp |
| Employer contribution / active EE | $5,319 | $3,239+64.2% | $4,128+28.9% | $3,239+64.2% |
| Participant deferral / active EE | $6,361 | $5,455+16.6% | $6,790-6.3% | $5,455+16.6% |
| Admin fee / account holder | $29 | $74-60.7% | $6,025-99.5% | $74-60.7% |