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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $76,653 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $67,500 |
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 | $152,661 | $64,612+136.3% | $86,438+76.6% | $64,819+135.5% |
| Participation rate | 96.5% | 81.5%+15.0pp | 80.3%+16.1pp | 71.5%+25.0pp |
| Annual return | -19.88% | 0.66%-20.5pp | 4397.19%-4417.1pp | 32.84%-52.7pp |
| Employer contribution / active EE | $4,020 | $2,744+46.5% | $3,769+6.6% | $2,507+60.4% |
| Participant deferral / active EE | $11,298 | $7,497+50.7% | $6,952+62.5% | $4,311+162.1% |
| Admin fee / account holder | $212 | $169+25.3% | $6,733-96.9% | $188+12.8% |