| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,424 |
JONES WALKER LLP3+ years Service code 29 201 ST CHARLES AVE · NEW ORLEANS, LA 70170 | Legal | $7,425 |
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 | $57,269 | $67,228-14.8% | $117,861-51.4% | $77,958-26.5% |
| Participation rate | 95.8% | 79.4%+16.4pp | 79.7%+16.1pp | 71.6%+24.1pp |
| Annual return | 19.06% | 19.13%-0.1pp | 335.11%-316.0pp | 20.87%-1.8pp |
| Employer contribution / active EE | $1,762 | $2,211-20.3% | $3,786-53.5% | $2,310-23.7% |
| Participant deferral / active EE | $3,302 | $3,653-9.6% | $4,482-26.3% | $3,537-6.6% |
| Admin fee / account holder | $11 | $76-85.3% | $8,021-99.9% | $97-88.5% |