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| Provider | Service type | Compensation |
|---|---|---|
POLLARD & ASSOCIATES, INC.3 years Filed as: POLLARD & ASSOCIATES, INC Service code 13 ONE NORTH PARK DR · HUNT VALLEY, MD 21030 | Contract Administrator | $5,675 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN Service code 15 · EIN 52-1714114 | Recordkeeping | $4,747 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,992 | $72,269-88.9% | $101,271-92.1% | $79,852-90.0% |
| Participation rate | 89.5% | 68.5%+21.0pp | 75.8%+13.7pp | 69.6%+19.8pp |
| Annual return | 15.63% | 22.29%-6.7pp | 46.48%-30.9pp | 31.72%-16.1pp |
| Employer contribution / active EE | $2,939 | $2,692+9.2% | $3,660-19.7% | $2,471+18.9% |
| Participant deferral / active EE | $1,445 | $3,282-56.0% | $4,371-66.9% | $3,740-61.4% |
| Admin fee / account holder | $99 | $4,401-97.7% | $5,948-98.3% | $5,306-98.1% |