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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $226,474 |
MERCER3 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $51,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,023 | $104,544-44.5% | $96,564-39.9% | $80,187-27.6% |
| Participation rate | 92.4% | 86.4%+6.0pp | 76.0%+16.4pp | 72.9%+19.4pp |
| Annual return | 21.77% | 21.79%0pp | 25.89%-4.1pp | 40.40%-18.6pp |
| Employer contribution / active EE | $3,799 | $3,527+7.7% | $2,967+28.1% | $2,980+27.5% |
| Participant deferral / active EE | $5,897 | $6,170-4.4% | $4,852+21.5% | $5,016+17.6% |
| Admin fee / account holder | $52 | $107-51.3% | $8,256-99.4% | $145-64.1% |