Filed February 3, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $11,819 |
Service code 29 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Legal | $6,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $117,021 | $113,016+3.5% | $103,447+13.1% | $74,429+57.2% |
| Participation rate | 51.9% | 80.8%-28.9pp | 80.5%-28.6pp | 67.2%-15.3pp |
| Annual return | 14.88% | 23.24%-8.4pp | 23.92%-9.0pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $33 | $4,881-99.3% | $4,678-99.3% | $2,625-98.7% |
| Participant deferral / active EE | $4,068 | $7,279-44.1% | $6,624-38.6% | $4,348-6.4% |
| Admin fee / account holder | $164 | $1,709-90.4% | $9,415-98.3% | $1,944-91.6% |