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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $284,219 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145 | Consulting | $67,169 |
GBQ PARTNERS7 years Filed as: GBQ PARTNERS, LLC Service code 10 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,562 | $110,282-55.1% | $102,423-51.6% | $199,921-75.2% |
| Participation rate | 94.5% | 86.3%+8.2pp | 76.5%+18.0pp | 72.0%+22.5pp |
| Annual return | 12.14% | 35.75%-23.6pp | 29.42%-17.3pp | 34.28%-22.1pp |
| Employer contribution / active EE | $1,829 | $3,603-49.2% | $3,023-39.5% | $3,035-39.7% |
| Participant deferral / active EE | $3,499 | $6,376-45.1% | $5,054-30.8% | $5,089-31.2% |
| Admin fee / account holder | $85 | $122-30.8% | $9,455-99.1% | $269-68.6% |