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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,464 |
GRANT THORNTON LLP1+ years Service code 14 33562 TREASURY CENTER · CHICAGO, IL 60694 | Plan Administrator | $18,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,320 | $54,890+42.7% | $63,244+23.8% | $59,188+32.3% |
| Participation rate | 50.7% | 75.6%-24.8pp | 71.0%-20.3pp | 69.4%-18.7pp |
| Annual return | 5.21% | 4.56%+0.7pp | -70.31%+75.5pp | 5.51%-0.3pp |
| Employer contribution / active EE | $1,889 | $1,831+3.2% | $2,322-18.6% | $2,098-10.0% |
| Participant deferral / active EE | $2,424 | $2,803-13.5% | $2,953-17.9% | $3,265-25.7% |
| Admin fee / account holder | $19 | $66-71.3% | $5,893-99.7% | $92-79.4% |