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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $292 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $143 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $348,475 | $47,977+626.3% | $154,108+126.1% | $56,289+519.1% |
| Participation rate | 90.0% | 66.2%+23.8pp | 83.0%+7.0pp | 69.9%+20.1pp |
| Annual return | -4.46% | 3.54%-8.0pp | 735.21%-739.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $19,718 | $2,169+809.2% | $5,298+272.2% | $2,111+834.0% |
| Participant deferral / active EE | $11,364 | $2,392+375.1% | $5,081+123.7% | $3,350+239.2% |
| Admin fee / account holder | $1 | $438-99.7% | $13,411-100.0% | $521-99.8% |