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 | $112,932+3.6% | $103,065+13.5% | $74,478+57.1% |
| Participation rate | 51.9% | 80.8%-28.9pp | 80.6%-28.6pp | 67.2%-15.3pp |
| Annual return | 14.88% | 23.24%-8.4pp | 23.95%-9.1pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $33 | $4,881-99.3% | $4,675-99.3% | $2,626-98.7% |
| Participant deferral / active EE | $4,068 | $7,279-44.1% | $6,625-38.6% | $4,350-6.5% |
| Admin fee / account holder | $164 | $1,707-90.4% | $9,349-98.2% | $1,946-91.6% |