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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 | $213,398 |
Filed as: IFP ADVISORS, INC. Service code 27 3030 N ROCKY POINT DR WEST · TAMPA, FL 33607 | Advisory (Plan) | $38,394 |
THE LAMPO GROUP, INC.1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $16,347 |
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 | $68,940 | $71,106-3.0% | $83,327-17.3% | $75,289-8.4% |
| Participation rate | 93.2% | 82.0%+11.2pp | 77.8%+15.4pp | 72.4%+20.8pp |
| Annual return | -3.93% | -0.56%-3.4pp | 10.64%-14.6pp | -0.04%-3.9pp |
| Employer contribution / active EE | $2,059 | $2,436-15.5% | $3,379-39.1% | $2,405-14.4% |
| Participant deferral / active EE | $6,206 | $6,249-0.7% | $5,565+11.5% | $3,739+66.0% |
| Admin fee / account holder | $102 | $72+41.3% | $7,540-98.6% | $102-0.1% |