Filed February 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $506,799 |
MORNINGSTAR3 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $77,701 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,343 | $108,759+1.5% | $149,751-26.3% | $93,223+18.4% |
| Participation rate | 95.0% | 70.7%+24.3pp | 82.5%+12.5pp | 74.9%+20.1pp |
| Annual return | 20.28% | 19.53%+0.8pp | 276.71%-256.4pp | 19.29%+1.0pp |
| Employer contribution / active EE | $4,121 | $2,777+48.4% | $4,646-11.3% | $2,680+53.8% |
| Participant deferral / active EE | $8,868 | $6,149+44.2% | $6,843+29.6% | $4,563+94.4% |
| Admin fee / account holder | $52 | $81-35.5% | $9,312-99.4% | $79-34.2% |