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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $77,071 |
OLSHAN FROME WOLOSKY LLP3+ years Filed as: OLSHAN Service code 29 65 EAST 55TH STREET · NEW YORK, NY 10022 | Legal | $27,593 |
DAVID ROMANO3+ years Filed as: DAVID VAUGHAN INVESTMENTS Service code 26 5823 N. FOREST PARK DRIVE · PEORIA, IL 61614 | Advisory (Participants) | $10,175 |
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 | $156,687 | $155,795+0.6% | $136,298+15.0% | $69,631+125.0% |
| Participation rate | 94.9% | 75.2%+19.6pp | 81.9%+12.9pp | 70.7%+24.2pp |
| Annual return | 16.20% | 232464.33%-232448.1pp | 5156.27%-5140.1pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $4,416 | $2,991+47.7% | $4,696-5.9% | $2,032+117.3% |
| Participant deferral / active EE | $6,154 | $5,394+14.1% | $6,247-1.5% | $3,224+90.9% |
| Admin fee / account holder | $273 | $128+112.8% | $9,244-97.0% | $110+147.2% |