Filed February 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $470,995 |
MORNINGSTAR2 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $70,779 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,303 | $95,048+3.4% | $141,200-30.4% | $82,204+19.6% |
| Participation rate | 94.1% | 73.7%+20.4pp | 82.5%+11.6pp | 73.4%+20.7pp |
| Annual return | 26.32% | 26.89%-0.6pp | 71.41%-45.1pp | 26.31%0pp |
| Employer contribution / active EE | $4,103 | $2,921+40.5% | $4,736-13.4% | $2,707+51.6% |
| Participant deferral / active EE | $8,586 | $5,907+45.4% | $6,710+28.0% | $4,246+102.2% |
| Admin fee / account holder | $52 | $78-32.8% | $10,265-99.5% | $76-31.0% |