Filed October 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $144,792 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $47,482 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $250 |
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 | $146,099 | $88,874+64.4% | $123,553+18.2% | $75,289+94.1% |
| Participation rate | 87.7% | 75.9%+11.8pp | 82.3%+5.4pp | 72.4%+15.2pp |
| Annual return | -3.57% | 4.22%-7.8pp | 119.21%-122.8pp | -0.04%-3.5pp |
| Employer contribution / active EE | $5,204 | $3,256+59.8% | $4,628+12.4% | $2,405+116.4% |
| Participant deferral / active EE | $9,154 | $6,174+48.3% | $6,426+42.5% | $3,739+144.9% |
| Admin fee / account holder | $92 | $95-2.2% | $9,284-99.0% | $102-9.6% |