Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $104,657 |
Filed as: MERRILL LYNCH Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $56,608 |
MORNEAU SHEPELL3 years Filed as: LIFEWORKS US LTD Service code 16 PO BOX 95000 · PHILADELPHIA, PA 19195 | Consulting | $532 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,567 | $50,169-51.0% | $149,740-83.6% | $80,187-69.4% |
| Participation rate | 82.0% | 64.3%+17.7pp | 78.8%+3.2pp | 72.9%+9.0pp |
| Annual return | 21.71% | 29.82%-8.1pp | 134.51%-112.8pp | 40.40%-18.7pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $3,252 | $3,194+1.8% | $5,683-42.8% | $5,016-35.2% |
| Admin fee / account holder | $43 | $153-71.8% | $13,222-99.7% | $145-70.3% |