| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,830,620 |
Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $114,558 |
MORNINGSTAR2 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $40,591 |
FINANCIAL ENGINES1 year Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $19,762 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,367 | $55,785-49.1% | $96,583-70.6% | $106,520-73.4% |
| Participation rate | 90.3% | 53.4%+36.9pp | 69.8%+20.5pp | 71.3%+19.0pp |
| Annual return | 26.13% | 17.66%+8.5pp | 37.79%-11.7pp | 19.28%+6.8pp |
| Employer contribution / active EE | $704 | $1,042-32.5% | $2,357-70.2% | $2,840-75.2% |
| Participant deferral / active EE | $1,838 | $1,782+3.1% | $3,850-52.3% | $4,948-62.9% |
| Admin fee / account holder | $57 | $59-3.1% | $6,184-99.1% | $75-23.7% |