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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $149,345 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145 | Consulting | $15,492 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,970 | $112,582+3.9% | $105,607+10.8% | $199,960-41.5% |
| Participation rate | 97.9% | 86.3%+11.6pp | 75.3%+22.6pp | 72.0%+25.9pp |
| Annual return | 15.57% | 15.58%0pp | 116.11%-100.5pp | 34.28%-18.7pp |
| Employer contribution / active EE | $5,025 | $4,580+9.7% | $3,167+58.7% | $3,036+65.5% |
| Participant deferral / active EE | $7,733 | $6,655+16.2% | $5,011+54.3% | $5,087+52.0% |
| Admin fee / account holder | $125 | $107+17.2% | $10,958-98.9% | $269-53.5% |