Filed May 19, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $49,596 |
CJG PARTNERS LLP4 years Service code 10 1101 PERIMETER DR · SCHAUMBURG, IL 60173 | Accounting | $18,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,343 | $88,982+72.3% | $102,438+49.7% | $77,671+97.4% |
| Participation rate | 98.3% | 80.9%+17.3pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 12.10% | 25.01%-12.9pp | 29.37%-17.3pp | 31.21%-19.1pp |
| Employer contribution / active EE | $3,923 | $2,698+45.4% | $3,024+29.7% | $2,726+43.9% |
| Participant deferral / active EE | $7,652 | $5,144+48.8% | $5,054+51.4% | $4,648+64.6% |
| Admin fee / account holder | $156 | $236-33.8% | $9,448-98.3% | $430-63.8% |