Filed June 30, 2026
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21202 | Recordkeeping | $65,799 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,000 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $21,000 |
MORNINGSTAR8+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $10,577 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,887 | $105,248+240.0% | $147,318+142.9% | $71,012+404.0% |
| Participation rate | 87.2% | 66.1%+21.0pp | 82.1%+5.1pp | 58.6%+28.6pp |
| Annual return | 14.93% | 26.02%-11.1pp | 70.43%-55.5pp | 37.67%-22.7pp |
| Employer contribution / active EE | $8,681 | $3,785+129.3% | $4,593+89.0% | $2,348+269.7% |
| Participant deferral / active EE | $23,743 | $6,452+268.0% | $7,906+200.3% | $3,246+631.4% |
| Admin fee / account holder | $153 | $862-82.3% | $13,708-98.9% | $1,167-86.9% |