Filed January 17, 2023
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $375,679 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $95,000 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE TAX LLP Service code 10 P.O. BOX 844736 · DALLAS, TX 75284 | Accounting | $23,000 |
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 | $68,187 | $92,153-26.0% | $76,667-11.1% | $82,204-17.1% |
| Participation rate | 87.7% | 79.4%+8.3pp | 72.1%+15.6pp | 73.4%+14.3pp |
| Annual return | 24.03% | 21.12%+2.9pp | 1166.74%-1142.7pp | 26.31%-2.3pp |
| Employer contribution / active EE | $2,512 | $3,043-17.4% | $2,303+9.1% | $2,707-7.2% |
| Participant deferral / active EE | $4,183 | $4,304-2.8% | $3,336+25.4% | $4,246-1.5% |
| Admin fee / account holder | $77 | $70+9.2% | $6,423-98.8% | $76+1.5% |