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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 | $35,840 |
THE LAMPO GROUP, INC.1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $25,000 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $23,500 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $10,000 |
GUIDESPARK4+ years Filed as: GUIDESPARK INC Service code 50 PO BOX 8365 · PASADENA, CA 91109 | Direct Payment | $7,993 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET ST · PHILADELPHIA, PA 19102 | Consulting | $6,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,983 | $78,852+34.4% | $76,768+38.1% | $75,289+40.8% |
| Participation rate | 96.7% | 85.0%+11.7pp | 77.0%+19.7pp | 72.4%+24.3pp |
| Annual return | -5.67% | -1.29%-4.4pp | 2.43%-8.1pp | -0.04%-5.6pp |
| Employer contribution / active EE | $4,913 | $2,794+75.8% | $2,485+97.7% | $2,405+104.3% |
| Participant deferral / active EE | $5,540 | $4,800+15.4% | $3,852+43.8% | $3,739+48.2% |
| Admin fee / account holder | $24 | $79-69.8% | $6,676-99.6% | $102-76.7% |