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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 | $409,132 |
PORTFOLIO EVALUATIONS, INC.8+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $38,030 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 16 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Consulting | $37,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,519 | $80,242-9.6% | $119,628-39.4% | $89,433-18.9% |
| Participation rate | 44.4% | 78.3%-33.9pp | 79.3%-34.9pp | 71.3%-26.9pp |
| Annual return | -20.44% | -12.97%-7.5pp | -14.98%-5.5pp | -11.88%-8.6pp |
| Employer contribution / active EE | $782 | $2,684-70.8% | $4,232-81.5% | $3,021-74.1% |
| Participant deferral / active EE | $2,302 | $4,686-50.9% | $5,601-58.9% | $5,125-55.1% |
| Admin fee / account holder | $53 | $66-19.7% | $10,330-99.5% | $79-32.9% |