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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP2 years Service code 27 153 CORDAVILLE ROAD · SOUTHBOROUGH, MA 01772 | Advisory (Plan) | $15,980 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,717 |
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 | $101,455 | $71,666+41.6% | $117,861-13.9% | $69,631+45.7% |
| Participation rate | 87.4% | 77.5%+9.9pp | 79.7%+7.7pp | 70.7%+16.7pp |
| Annual return | 15.21% | 18.86%-3.7pp | 335.11%-319.9pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $3,132 | $1,889+65.8% | $3,786-17.3% | $2,032+54.1% |
| Participant deferral / active EE | $2,060 | $3,340-38.3% | $4,482-54.0% | $3,224-36.1% |
| Admin fee / account holder | $71 | $120-40.9% | $8,021-99.1% | $110-35.6% |