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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $407,635 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $105,000 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 1201 WALNUT STREET · KANSAS CITY, MO 64106 | Accounting | $6,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,069 | $73,283-52.1% | $155,556-77.5% | $106,553-67.1% |
| Participation rate | 32.3% | 73.3%-41.0pp | 78.2%-46.0pp | 69.8%-37.6pp |
| Annual return | 20.63% | 15.76%+4.9pp | 64.84%-44.2pp | 17.37%+3.3pp |
| Employer contribution / active EE | $711 | $2,241-68.3% | $4,675-84.8% | $3,359-78.8% |
| Participant deferral / active EE | $2,035 | $4,567-55.4% | $5,631-63.9% | $5,562-63.4% |
| Admin fee / account holder | $75 | $56+34.1% | $15,885-99.5% | $80-5.8% |