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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $95,742 |
Filed as: FIFTH THIRD BANK Service code 16 PO BOX 631456 · CINCINNATI, OH 45263 | Consulting | $50,000 |
HUNTINGTON NATIONAL BANK5+ years Service code 16 7 EASTON OVAL · COLUMBUS, OH 43219 | Consulting | $40,000 |
SMARTDOLLAR1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $25,000 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $24,000 |
OGLETREE DEAKINS1 year Filed as: OGLETREE,DEAKINSNASHSMOAK&STEWAR,PC Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $10,108 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,561 | $105,173+19.4% | $87,102+44.2% | $77,775+61.4% |
| Participation rate | 90.2% | 85.8%+4.4pp | 76.9%+13.3pp | 73.2%+17.0pp |
| Annual return | 24.66% | 24.52%+0.1pp | 28.19%-3.5pp | 32.58%-7.9pp |
| Employer contribution / active EE | $5,139 | $2,890+77.8% | $2,521+103.8% | $2,504+105.2% |
| Participant deferral / active EE | $5,522 | $5,048+9.4% | $4,048+36.4% | $3,966+39.2% |
| Admin fee / account holder | $51 | $105-51.4% | $7,493-99.3% | $100-49.3% |