Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $115,370 |
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $80,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,208 | $53,204-47.0% | $155,556-81.9% | $200,096-85.9% |
| Participation rate | 82.2% | 64.1%+18.1pp | 78.2%+4.0pp | 72.0%+10.2pp |
| Annual return | 16.35% | 41.02%-24.7pp | 64.84%-48.5pp | 34.26%-17.9pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $3,477 | $3,163+9.9% | $5,631-38.3% | $5,090-31.7% |
| Admin fee / account holder | $48 | $186-74.4% | $15,885-99.7% | $269-82.3% |