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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 | $40,051 |
MMA SECURITIES LLC5+ years Filed as: MMC SECURITIES Service code 16 P.O. BOX 28405 · NEW YORK, NY 10087 | Consulting | $35,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $35,717 | $117,238-69.5% | $87,102-59.0% | $82,204-56.6% |
| Participation rate | 94.2% | 87.2%+7.0pp | 76.9%+17.4pp | 73.4%+20.8pp |
| Annual return | 25.71% | 25.80%-0.1pp | 28.19%-2.5pp | 26.31%-0.6pp |
| Employer contribution / active EE | $2,729 | $3,535-22.8% | $2,521+8.2% | $2,707+0.8% |
| Participant deferral / active EE | $3,723 | $5,976-37.7% | $4,048-8.0% | $4,246-12.3% |
| Admin fee / account holder | $12 | $81-85.6% | $7,493-99.8% | $76-84.5% |