Filed March 8, 2016
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $26,165 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $18,000 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,591 | $104,544-14.3% | $96,564-7.2% | $80,187+11.7% |
| Participation rate | 66.8% | 86.4%-19.6pp | 76.0%-9.2pp | 72.9%-6.1pp |
| Annual return | 18.16% | 21.79%-3.6pp | 25.89%-7.7pp | 40.40%-22.2pp |
| Employer contribution / active EE | $4,030 | $3,527+14.3% | $2,967+35.9% | $2,980+35.3% |
| Participant deferral / active EE | $5,058 | $6,170-18.0% | $4,852+4.3% | $5,016+0.8% |
| Admin fee / account holder | $38 | $107-64.4% | $8,256-99.5% | $145-73.8% |