| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $88,738 |
MERCER2 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $80,267 |
RAMSEY SOLUTIONS2 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $41,600 |
POSTLETHWAITE & NETTERVILLE2 years Filed as: POSTLETHWAITE & NETTERVILLE, APAC Service code 10 8550 UNITED PLAZA BLVD. · BATON ROUGE, LA 70809 | Accounting | $20,400 |
MORNINGSTAR5 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $11,031 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,092 | $84,000-26.1% | $119,628-48.1% | $77,906-20.3% |
| Participation rate | 93.6% | 77.8%+15.8pp | 79.3%+14.3pp | 73.7%+19.9pp |
| Annual return | -14.00% | -11.59%-2.4pp | -14.98%+1.0pp | 12.16%-26.2pp |
| Employer contribution / active EE | $2,137 | $2,907-26.5% | $4,232-49.5% | $2,846-24.9% |
| Participant deferral / active EE | $4,281 | $4,705-9.0% | $5,601-23.6% | $4,805-10.9% |
| Admin fee / account holder | $45 | $116-61.4% | $10,330-99.6% | $133-66.3% |