| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $142,933 |
MERCER3 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $54,699 |
RAMSEY SOLUTIONS3 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $41,600 |
Filed as: JONES WALKER L.L.P. Service code 29 201 ST CHARLES AVE · NEW ORLEANS, LA 70170 | Legal | $24,707 |
CREATIVE PLANNING LLC1 year Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $23,333 |
MORNINGSTAR6 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $10,136 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,312 | $85,144-17.4% | $130,070-45.9% | $80,187-12.3% |
| Participation rate | 93.9% | 79.5%+14.4pp | 78.5%+15.4pp | 72.9%+20.9pp |
| Annual return | 16.74% | 23.78%-7.0pp | -137.40%+154.1pp | 40.40%-23.7pp |
| Employer contribution / active EE | $2,196 | $3,059-28.2% | $4,322-49.2% | $2,980-26.3% |
| Participant deferral / active EE | $4,246 | $4,992-15.0% | $5,821-27.1% | $5,016-15.4% |
| Admin fee / account holder | $53 | $392-86.4% | $10,600-99.5% | $145-63.3% |