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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $102,084 |
HUNTINGTON NATIONAL BANK8+ years Service code 16 7 EASTON OVAL · COLUMBUS, OH 43219 | Consulting | $40,000 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 P.O. BOX 844736 · DALLAS, TX 75284 | Accounting | $27,620 |
RAMSEY SOLUTIONS2 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $25,000 |
OGLETREE DEAKINS2 years Filed as: OGLETREE,DEAKINS,NASHSMOAK & STEWAR Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $19,864 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,078 | $130,052-20.7% | $86,717+18.9% | $77,906+32.3% |
| Participation rate | 98.3% | 85.9%+12.4pp | 76.6%+21.7pp | 73.7%+24.6pp |
| Annual return | -13.64% | -12.73%-0.9pp | 35.97%-49.6pp | 12.16%-25.8pp |
| Employer contribution / active EE | $5,024 | $3,214+56.3% | $2,837+77.1% | $2,846+76.5% |
| Participant deferral / active EE | $5,602 | $5,741-2.4% | $4,657+20.3% | $4,805+16.6% |
| Admin fee / account holder | $37 | $132-71.9% | $7,494-99.5% | $133-72.1% |