| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,474,032 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Consulting | $97,564 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,245 | $39,909-59.3% | $78,775-79.4% | $80,976-79.9% |
| Participation rate | 88.1% | 55.7%+32.4pp | 69.2%+18.9pp | 68.3%+19.9pp |
| Annual return | 3.87% | 23.47%-19.6pp | 35.62%-31.7pp | 22.91%-19.0pp |
| Employer contribution / active EE | $499 | $778-35.9% | $1,986-74.9% | $2,402-79.2% |
| Participant deferral / active EE | $1,082 | $1,359-20.4% | $2,958-63.4% | $3,848-71.9% |
| Admin fee / account holder | $50 | $50+0.5% | $5,132-99.0% | $67-26.0% |