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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $663,532 |
LPL FINANCIAL6 years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $105,000 |
FORVIS, LLP1 year Filed as: FORVIS Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $19,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,055 | $83,057-10.8% | $143,801-48.5% | $89,433-17.2% |
| Participation rate | 10.4% | 74.0%-63.6pp | 80.3%-69.9pp | 71.3%-60.8pp |
| Annual return | -16.22% | -13.97%-2.2pp | -0.04%-16.2pp | -11.88%-4.3pp |
| Employer contribution / active EE | $469 | $2,095-77.6% | $4,952-90.5% | $3,021-84.5% |
| Participant deferral / active EE | $1,308 | $4,281-69.4% | $5,639-76.8% | $5,125-74.5% |
| Admin fee / account holder | $110 | $83+32.7% | $14,680-99.2% | $79+38.7% |