Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $564,229 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP INC. Service code 16 43 MAIN STREET SE, SUITE 148 · MINNEAPOLIS, MN 55414 | Consulting | $65,247 |
Filed as: SHUMAKER, LOOP,& KENDRICK, LLP Service code 16 · EIN 34-4439491 | Consulting | $15,314 |
T ROWE PRICE RPS INC2 years Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,356 | $46,969-7.7% | $154,110-71.9% | $73,367-40.9% |
| Participation rate | 84.2% | 72.4%+11.8pp | 83.0%+1.2pp | 69.5%+14.7pp |
| Annual return | -5.48% | 821.68%-827.2pp | 735.22%-740.7pp | 173.45%-178.9pp |
| Employer contribution / active EE | $2,103 | $1,723+22.1% | $5,298-60.3% | $2,499-15.8% |
| Participant deferral / active EE | $2,443 | $3,162-22.7% | $5,081-51.9% | $4,033-39.4% |
| Admin fee / account holder | $39 | $47-16.8% | $13,412-99.7% | $68-43.3% |