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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $269,555 |
MERCER4 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $54,469 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,403 | $110,258-47.9% | $102,460-44.0% | $200,096-71.3% |
| Participation rate | 91.7% | 86.3%+5.4pp | 76.5%+15.2pp | 72.0%+19.7pp |
| Annual return | 16.41% | 35.78%-19.4pp | 29.47%-13.1pp | 34.26%-17.9pp |
| Employer contribution / active EE | $3,814 | $3,605+5.8% | $3,025+26.1% | $3,038+25.6% |
| Participant deferral / active EE | $5,838 | $6,377-8.5% | $5,056+15.5% | $5,090+14.7% |
| Admin fee / account holder | $49 | $122-59.8% | $9,460-99.5% | $269-81.8% |