Filed March 26, 2024 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $69,358 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $46,671 |
AON CONSULTING1 year Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $15,177 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,552 | $78,852+77.0% | $76,768+81.8% | $75,289+85.4% |
| Participation rate | 98.2% | 85.0%+13.2pp | 77.0%+21.2pp | 72.4%+25.8pp |
| Annual return | -3.87% | -1.29%-2.6pp | 2.43%-6.3pp | -0.04%-3.8pp |
| Employer contribution / active EE | $3,410 | $2,794+22.0% | $2,485+37.2% | $2,405+41.8% |
| Participant deferral / active EE | $8,048 | $4,800+67.7% | $3,852+108.9% | $3,739+115.3% |
| Admin fee / account holder | $21 | $79-73.4% | $6,676-99.7% | $102-79.5% |