Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $182,194 |
Filed as: MERRILL LYNCH Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $35,409 |
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 | $19,270 | $56,095-65.6% | $178,510-89.2% | $90,274-78.7% |
| Participation rate | 83.1% | 65.6%+17.6pp | 81.9%+1.2pp | 73.4%+9.8pp |
| Annual return | 20.44% | 28.81%-8.4pp | 151.13%-130.7pp | 53.97%-33.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,671 | $2,669+0.1% | $5,202-48.7% | $4,231-36.9% |
| Admin fee / account holder | $66 | $101-34.5% | $13,988-99.5% | $114-42.2% |