Filed February 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $605,694 |
MORNINGSTAR5 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $100,371 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,760 | $90,672+7.8% | $125,401-22.0% | $89,433+9.3% |
| Participation rate | 95.6% | 72.3%+23.3pp | 82.4%+13.2pp | 71.3%+24.3pp |
| Annual return | -14.42% | -6.42%-8.0pp | 572.53%-586.9pp | -11.88%-2.5pp |
| Employer contribution / active EE | $4,628 | $3,032+52.7% | $4,816-3.9% | $3,021+53.2% |
| Participant deferral / active EE | $10,371 | $7,210+43.8% | $7,448+39.2% | $5,125+102.4% |
| Admin fee / account holder | $50 | $69-27.2% | $10,008-99.5% | $79-36.7% |