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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,022,984 |
ALSTON & BIRD LLP1+ years Filed as: ALSTON BIRD LLP Service code 29 PO BOX 933124 · ATLANTA, GA 31193 | Legal | $122,891 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWER WATSON Service code 27 28025 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $99,567 |
CHERRY BEKAERT LLP1+ years Filed as: CHERRY BEKAERT Service code 10 PO BOX 25549 · RICHMOND, VA 23260 | Accounting | $44,000 |
CURCIO WEBB1+ years Filed as: CURCIO WEBB, LLC Service code 27 610 16TH STREET · OAKLAND, CA 94612 | Advisory (Plan) | $25,949 |
MERCER1+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $11,090 |
HEWITT ASSOCIATES LLC1+ years Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $6,656 |
PROTECH SYSTEMS GROUP INC1+ years Service code 16 3350 PLAYERS CLUB PKWY · MEMPHIS, TN 38125 | Consulting | $3,482 |
SHADES OF GRAY1+ years Filed as: SHADES OF GRAY INC Service code 38 9600 NEW BETHEL RD · MILLINGTON, TN 38053 | Participant Communication | $2,470 |
ALIGHT SOLUTIONS LLC1+ years Filed as: ALIGHT SOLUTIONS Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,357 | $39,443+101.2% | $73,550+7.9% | $80,976-2.0% |
| Participation rate | 48.3% | 35.9%+12.4pp | 54.9%-6.6pp | 68.3%-19.9pp |
| Annual return | 18.25% | 18.39%-0.1pp | -15.16%+33.4pp | 22.91%-4.7pp |
| Employer contribution / active EE | $1,315 | $463+184.2% | $1,219+7.8% | $2,402-45.3% |
| Participant deferral / active EE | $2,791 | $1,131+146.7% | $1,804+54.7% | $3,848-27.5% |
| Admin fee / account holder | $77 | $72+6.5% | $2,320-96.7% | $67+14.0% |