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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $334,221 |
LPL FINANCIAL7 years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $52,500 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $23,189 |
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.
Annual investment return 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 | $30,183 | $68,330-55.8% | $149,740-79.8% | $96,393-68.7% |
| Participation rate | 16.9% | 74.6%-57.7pp | 78.8%-61.9pp | 71.3%-54.4pp |
| Annual return | -52.66% | 29.64%-82.3pp | 134.51%-187.2pp | 22.88%-75.5pp |
| Employer contribution / active EE | $247 | $2,139-88.5% | $4,821-94.9% | $3,239-92.4% |
| Participant deferral / active EE | $671 | $4,422-84.8% | $5,683-88.2% | $5,455-87.7% |
| Admin fee / account holder | $57 | $52+9.7% | $13,222-99.6% | $74-22.8% |