Filed October 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 27 PO BOX 13793 · NEWARK, NJ 07188 | Advisory (Plan) | $43,507 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $24,413 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $398 |
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 | $149,302 | $86,791+72.0% | $115,038+29.8% | $59,188+152.2% |
| Participation rate | 74.6% | 72.8%+1.8pp | 81.4%-6.7pp | 69.4%+5.2pp |
| Annual return | 4.48% | 4.44%0pp | 26.14%-21.7pp | 5.51%-1.0pp |
| Employer contribution / active EE | $1,415 | $2,950-52.0% | $4,608-69.3% | $2,098-32.5% |
| Participant deferral / active EE | $8,294 | $5,298+56.6% | $6,026+37.6% | $3,265+154.1% |
| Admin fee / account holder | $42 | $95-56.3% | $8,175-99.5% | $92-55.0% |