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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 | $122,259+17.7% | $147,041-2.2% | $199,874-28.0% |
| Participation rate | 80.0% | 78.3%+1.8pp | 82.2%-2.1pp | 72.0%+8.0pp |
| Annual return | -4.19% | 30.58%-34.8pp | 419.21%-423.4pp | 34.28%-38.5pp |
| Employer contribution / active EE | $6,956 | $4,097+69.8% | $4,935+41.0% | $3,036+129.1% |
| Participant deferral / active EE | $10,696 | $8,504+25.8% | $8,071+32.5% | $5,090+110.1% |
| Admin fee / account holder | $105 | $179-41.2% | $13,006-99.2% | $269-60.9% |