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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $360,150 |
HIGHLAND CONSULTING ASSOCIATES8+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145 | Consulting | $63,980 |
GBQ PARTNERS5 years Filed as: GBQ PARTNERS, LLC Service code 10 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $12,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,598 | $130,052-72.6% | $86,691-58.9% | $77,906-54.3% |
| Participation rate | 94.3% | 85.9%+8.3pp | 76.6%+17.7pp | 73.7%+20.6pp |
| Annual return | -15.32% | -12.73%-2.6pp | 35.94%-51.3pp | 12.16%-27.5pp |
| Employer contribution / active EE | $978 | $3,214-69.6% | $2,837-65.5% | $2,846-65.7% |
| Participant deferral / active EE | $3,032 | $5,741-47.2% | $4,656-34.9% | $4,805-36.9% |
| Admin fee / account holder | $96 | $132-27.0% | $7,492-98.7% | $133-27.4% |