| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,026,016 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Consulting | $97,817 |
D. BRENNAN REILLY, P.C.2+ years Filed as: D BRENNAN REILLY PC Service code 16 3731 RICE BLVD · HOUSTON, TX 77005 | Consulting | $6,955 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,173 | $38,963-58.5% | $71,793-77.5% | $329,111-95.1% |
| Participation rate | 87.9% | 53.8%+34.1pp | 69.1%+18.8pp | 67.9%+20.0pp |
| Annual return | 8.56% | 9.85%-1.3pp | 78.04%-69.5pp | 16.35%-7.8pp |
| Employer contribution / active EE | $467 | $758-38.3% | $1,924-75.7% | $2,303-79.7% |
| Participant deferral / active EE | $1,012 | $1,286-21.3% | $2,794-63.8% | $3,682-72.5% |
| Admin fee / account holder | $81 | $50+60.4% | $4,815-98.3% | $754-89.3% |