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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $60,365 |
MMA SECURITIES LLC6+ years Filed as: MMC SECURITIES Service code 16 P.O. BOX 28405 · NEW YORK, NY 10087 | Consulting | $35,787 |
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 | $42,580 | $176,471-75.9% | $95,968-55.6% | $90,274-52.8% |
| Participation rate | 95.3% | 86.6%+8.7pp | 77.1%+18.2pp | 73.4%+21.9pp |
| Annual return | 19.55% | 20.15%-0.6pp | 91.65%-72.1pp | 53.97%-34.4pp |
| Employer contribution / active EE | $3,337 | $2,783+19.9% | $2,542+31.3% | $2,523+32.2% |
| Participant deferral / active EE | $4,871 | $5,325-8.5% | $4,167+16.9% | $4,231+15.1% |
| Admin fee / account holder | $15 | $154-90.3% | $6,798-99.8% | $114-86.8% |