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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $27,657 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,070 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE INC Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,646 | $91,559+115.9% | $133,971+47.5% | $79,852+147.5% |
| Participation rate | 82.5% | 73.3%+9.2pp | 79.8%+2.7pp | 69.6%+12.9pp |
| Annual return | 13.97% | 61.85%-47.9pp | 45.09%-31.1pp | 31.72%-17.7pp |
| Employer contribution / active EE | $6,731 | $2,384+182.4% | $3,919+71.8% | $2,471+172.4% |
| Participant deferral / active EE | $9,458 | $3,734+153.3% | $5,047+87.4% | $3,740+152.9% |
| Admin fee / account holder | $122 | $6,321-98.1% | $8,929-98.6% | $5,306-97.7% |