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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $191,426 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $65,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,865 | $122,128+17.8% | $147,117-2.2% | $200,096-28.1% |
| Participation rate | 80.0% | 78.2%+1.8pp | 82.2%-2.2pp | 72.0%+8.0pp |
| Annual return | -4.19% | 30.58%-34.8pp | 420.54%-424.7pp | 34.26%-38.4pp |
| Employer contribution / active EE | $6,956 | $4,093+70.0% | $4,932+41.0% | $3,038+129.0% |
| Participant deferral / active EE | $10,696 | $8,484+26.1% | $8,065+32.6% | $5,090+110.1% |
| Admin fee / account holder | $105 | $180-41.3% | $12,993-99.2% | $269-60.9% |