| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,609,734 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $72,741 |
Filed as: CAPTRUST ADVISORS LLC Service code 16 102 W WHITING STREET · TAMPA, FL 33602 | Consulting | $23,198 |
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $10,144 |
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 | $22,280 | $48,464-54.0% | $90,974-75.5% | $106,273-79.0% |
| Participation rate | 90.7% | 53.1%+37.6pp | 69.0%+21.7pp | 70.8%+19.9pp |
| Annual return | 10.97% | 16.72%-5.7pp | 134.60%-123.6pp | 21.70%-10.7pp |
| Employer contribution / active EE | $609 | $939-35.2% | $2,122-71.3% | $2,722-77.6% |
| Participant deferral / active EE | $1,581 | $1,510+4.8% | $3,373-53.1% | $4,601-65.6% |
| Admin fee / account holder | $51 | $58-12.4% | $5,961-99.1% | $78-35.2% |