Filed January 3, 2025 (most recent of 3 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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $93,517 |
BB&T4+ years Service code 15 · EIN 56-1368984 | Recordkeeping | $75,001 |
Filed as: MERRILL LYNCH Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $54,102 |
PRONVEST3 years Service code 27 · EIN 62-1823351 | Advisory (Plan) | $5,979 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,401 | $45,382-66.1% | $154,110-90.0% | $75,289-79.5% |
| Participation rate | 95.2% | 65.9%+29.3pp | 83.0%+12.1pp | 72.4%+22.7pp |
| Annual return | -5.50% | -0.47%-5.0pp | 735.22%-740.7pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,247 | $1,533-18.6% | $5,298-76.5% | $2,405-48.1% |
| Participant deferral / active EE | $58 | $2,384-97.6% | $5,081-98.9% | $3,739-98.4% |
| Admin fee / account holder | $71 | $89-20.1% | $13,412-99.5% | $102-30.2% |