| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $907,186 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $192 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE 52-1309931 Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,445 | $68,330-5.7% | $149,740-57.0% | $96,393-33.1% |
| Participation rate | 99.3% | 74.6%+24.8pp | 78.8%+20.6pp | 71.3%+28.1pp |
| Annual return | 15.81% | 29.64%-13.8pp | 134.51%-118.7pp | 22.88%-7.1pp |
| Employer contribution / active EE | $5,735 | $2,139+168.1% | $4,821+19.0% | $3,239+77.1% |
| Participant deferral / active EE | $293 | $4,422-93.4% | $5,683-94.8% | $5,455-94.6% |
| Admin fee / account holder | $50 | $52-3.6% | $13,222-99.6% | $74-32.2% |