| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $66,192 |
SMARTDOLLAR1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $46,836 |
POSTLETHWAITE & NETTERVILLE2 years Service code 10 8550 UNITED PLAZA BLVD. · BATON ROUGE, LA 70809 | Accounting | $10,000 |
MORNINGSTAR2 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $6,974 |
Filed as: JONES WALKER L.L.P. Service code 29 201 ST CHARLES AVE · NEW ORLEANS, LA 70170 | Legal | $6,919 |
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 | $62,918 | $73,125-14.0% | $125,195-49.7% | $77,775-19.1% |
| Participation rate | 95.9% | 79.4%+16.5pp | 79.8%+16.1pp | 73.2%+22.7pp |
| Annual return | 22.79% | 24.71%-1.9pp | 43.79%-21.0pp | 32.58%-9.8pp |
| Employer contribution / active EE | $1,846 | $2,413-23.5% | $3,866-52.2% | $2,504-26.3% |
| Participant deferral / active EE | $3,601 | $3,966-9.2% | $4,937-27.1% | $3,966-9.2% |
| Admin fee / account holder | $29 | $89-67.8% | $9,704-99.7% | $100-71.2% |