| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,236,024 |
MORNINGSTAR10+ years Service code 26 22 WT WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $128,737 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,537 | $106,553+32.8% | $133,698+5.9% | $106,553+32.8% |
| Participation rate | 78.3% | 69.8%+8.5pp | 76.4%+1.9pp | 69.8%+8.5pp |
| Annual return | 20.96% | 17.37%+3.6pp | 580.90%-559.9pp | 17.37%+3.6pp |
| Employer contribution / active EE | $6,186 | $3,359+84.2% | $4,218+46.7% | $3,359+84.2% |
| Participant deferral / active EE | $7,293 | $5,562+31.1% | $7,016+3.9% | $5,562+31.1% |
| Admin fee / account holder | $32 | $80-59.5% | $6,703-99.5% | $80-59.5% |