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| Provider | Service type | Compensation |
|---|---|---|
LATHAM & WATKINS LLP1 year Filed as: LATHAM WATKINS LLP Service code 29 PO BOX 7247-8202 · PHILADELPHIA, PA 191708202 | Legal | $62,597 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $60,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,430 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,729 | $42,582+232.8% | $171,082-17.2% | $57,658+145.8% |
| Participation rate | 82.2% | 63.9%+18.3pp | 76.7%+5.5pp | 70.2%+12.0pp |
| Annual return | 7.41% | 308.67%-301.3pp | 32.56%-25.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $3,654 | $1,306+179.7% | $4,002-8.7% | $1,974+85.1% |
| Participant deferral / active EE | $7,820 | $2,933+166.6% | $4,797+63.0% | $3,061+155.5% |
| Admin fee / account holder | $208 | $82+153.0% | $8,520-97.6% | $95+120.4% |