Filed February 3, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,819 |
Service code 29 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Legal | $6,762 |
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 | $73,498 | $98,941-25.7% | $93,765-21.6% | $66,954+9.8% |
| Participation rate | 61.8% | 82.1%-20.3pp | 81.0%-19.2pp | 69.8%-8.0pp |
| Annual return | -16.60% | -14.59%-2.0pp | -11.32%-5.3pp | 1.57%-18.2pp |
| Employer contribution / active EE | $694 | $4,769-85.4% | $4,327-84.0% | $2,545-72.7% |
| Participant deferral / active EE | $3,629 | $6,689-45.7% | $6,099-40.5% | $4,239-14.4% |
| Admin fee / account holder | $141 | $476-70.4% | $7,184-98.0% | $594-76.2% |