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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,095 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,000 |
BAKER NEWMAN NOYES1 year Service code 10 PO BOX 507 · PORTLAND, ME 04112 | Accounting | $8,800 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,849 | $92,897+79.6% | $90,782+83.8% | $56,287+196.4% |
| Participation rate | 90.3% | 80.7%+9.6pp | 82.7%+7.6pp | 69.9%+20.4pp |
| Annual return | -4.99% | -2.59%-2.4pp | -3.42%-1.6pp | -9.96%+5.0pp |
| Employer contribution / active EE | $4,278 | $3,871+10.5% | $4,105+4.2% | $2,111+102.7% |
| Participant deferral / active EE | $7,681 | $5,551+38.4% | $5,366+43.1% | $3,350+129.3% |
| Admin fee / account holder | $116 | $440-73.8% | $5,908-98.0% | $521-77.8% |