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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $254,740 |
Filed as: IFP ADVISORS, INC. Service code 27 3030 N ROCKY POINT DR WEST · TAMPA, FL 33607 | Advisory (Plan) | $58,919 |
THE LAMPO GROUP, INC.3 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $20,796 |
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 | $115,950 | $102,389+13.2% | $100,540+15.3% | $90,274+28.4% |
| Participation rate | 88.6% | 84.0%+4.5pp | 79.4%+9.1pp | 73.4%+15.2pp |
| Annual return | 20.53% | 22.50%-2.0pp | 30.90%-10.4pp | 53.97%-33.4pp |
| Employer contribution / active EE | $2,275 | $3,056-25.5% | $3,419-33.4% | $2,523-9.8% |
| Participant deferral / active EE | $7,168 | $7,514-4.6% | $6,272+14.3% | $4,231+69.4% |
| Admin fee / account holder | $135 | $83+61.8% | $8,082-98.3% | $114+18.1% |