Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $373,324 |
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 16 1 PENN PLAZA · NEW YORK, NY 10119 | Consulting | $45,833 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $510 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,144 | $117,238-12.9% | $87,102+17.3% | $82,204+24.3% |
| Participation rate | 96.5% | 87.2%+9.3pp | 76.9%+19.6pp | 73.4%+23.1pp |
| Annual return | 21.35% | 25.80%-4.5pp | 28.19%-6.8pp | 26.31%-5.0pp |
| Employer contribution / active EE | $2,643 | $3,535-25.2% | $2,521+4.8% | $2,707-2.4% |
| Participant deferral / active EE | $6,016 | $5,976+0.7% | $4,048+48.6% | $4,246+41.7% |
| Admin fee / account holder | $64 | $81-21.8% | $7,493-99.2% | $76-15.9% |