Filed July 11, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,979 |
Filed as: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $26,383 |
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $17,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,730 | $99,201-14.6% | $96,544-12.2% | $74,473+13.8% |
| Participation rate | 96.3% | 80.7%+15.6pp | 76.0%+20.3pp | 70.7%+25.5pp |
| Annual return | 17.02% | 22.40%-5.4pp | 25.88%-8.9pp | 34.36%-17.3pp |
| Employer contribution / active EE | $2,798 | $2,570+8.9% | $2,966-5.7% | $2,638+6.0% |
| Participant deferral / active EE | $6,271 | $4,938+27.0% | $4,851+29.3% | $4,530+38.4% |
| Admin fee / account holder | $205 | $225-8.8% | $8,254-97.5% | $347-40.9% |