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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $288,747 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 16 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $35,000 |
MORNINGSTAR7 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $11,907 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,096 | $2,687,218-97.2% | $165,071-54.5% | $199,960-62.4% |
| Participation rate | 95.4% | 78.3%+17.2pp | 78.6%+16.8pp | 72.0%+23.4pp |
| Annual return | 13.65% | 17.94%-4.3pp | 70.17%-56.5pp | 34.28%-20.6pp |
| Employer contribution / active EE | $2,148 | $2,958-27.4% | $4,347-50.6% | $3,036-29.3% |
| Participant deferral / active EE | $4,181 | $5,002-16.4% | $6,035-30.7% | $5,087-17.8% |
| Admin fee / account holder | $58 | $1,988-97.1% | $12,695-99.5% | $269-78.5% |