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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $245,965 |
Filed as: IFP ADVISORS, INC. Service code 16 3030 N ROCKY POINT DR WEST · TAMPA, FL 33607 | Consulting | $44,250 |
THE LAMPO GROUP, INC.2 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $20,046 |
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 | $88,050 | $86,338+2.0% | $91,994-4.3% | $77,775+13.2% |
| Participation rate | 93.5% | 82.9%+10.6pp | 78.6%+14.9pp | 73.2%+20.3pp |
| Annual return | 26.02% | 29.65%-3.6pp | 69.04%-43.0pp | 32.58%-6.6pp |
| Employer contribution / active EE | $2,173 | $2,988-27.3% | $3,453-37.1% | $2,504-13.2% |
| Participant deferral / active EE | $6,674 | $6,908-3.4% | $5,924+12.7% | $3,966+68.3% |
| Admin fee / account holder | $117 | $79+47.7% | $7,744-98.5% | $100+17.1% |