Filed January 17, 2023
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T.ROWE PRICE RETIREMENT PLAN Service code 21 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Bank Trustee | $286,099 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $95,000 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE Service code 10 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Accounting | $48,000 |
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 | $53,614 | $54,890-2.3% | $63,244-15.2% | $59,188-9.4% |
| Participation rate | 87.3% | 75.6%+11.7pp | 71.0%+16.3pp | 69.4%+17.9pp |
| Annual return | 0.68% | 4.56%-3.9pp | -70.31%+71.0pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,184 | $1,831+19.3% | $2,322-5.9% | $2,098+4.1% |
| Participant deferral / active EE | $3,364 | $2,803+20.0% | $2,953+13.9% | $3,265+3.0% |
| Admin fee / account holder | $89 | $66+34.8% | $5,893-98.5% | $92-3.3% |