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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $321,203 |
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $27,578 |
MMA SECURITIES LLC7+ years Filed as: MMC SECURITIES Service code 16 P.O. BOX 28405 · NEW YORK, NY 10087 | Consulting | $9,283 |
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 | $59,973 | $144,879-58.6% | $111,319-46.1% | $93,010-35.5% |
| Participation rate | 95.5% | 86.1%+9.3pp | 77.3%+18.2pp | 73.9%+21.6pp |
| Annual return | 7.21% | 18.11%-10.9pp | 54.68%-47.5pp | 158.70%-151.5pp |
| Employer contribution / active EE | $4,019 | $3,052+31.7% | $2,732+47.1% | $2,705+48.6% |
| Participant deferral / active EE | $6,212 | $5,576+11.4% | $4,488+38.4% | $4,561+36.2% |
| Admin fee / account holder | $72 | $104-30.7% | $7,966-99.1% | $152-52.7% |