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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $95,755 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 16 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Consulting | $12,386 |
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 | $74,156 | $65,223+13.7% | $80,022-7.3% | $55,725+33.1% |
| Participation rate | 93.7% | 80.6%+13.1pp | 75.8%+17.8pp | 70.9%+22.8pp |
| Annual return | -1.12% | 7.59%-8.7pp | 11.22%-12.3pp | 244.93%-246.1pp |
| Employer contribution / active EE | $3,469 | $2,544+36.3% | $2,468+40.5% | $2,078+66.9% |
| Participant deferral / active EE | $4,357 | $3,881+12.3% | $3,686+18.2% | $3,356+29.9% |
| Admin fee / account holder | $94 | $114-18.1% | $6,521-98.6% | $115-18.8% |