Filed January 17, 2023
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $381,440 |
AON CONSULTING3 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $83,583 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE MANAGEMENT SERVICES LP Service code 10 | Accounting | $28,500 |
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 | $79,480 | $225,489-64.8% | $81,726-2.7% | $93,223-14.7% |
| Participation rate | 87.8% | 80.7%+7.1pp | 72.0%+15.8pp | 74.9%+12.9pp |
| Annual return | 18.53% | 14.44%+4.1pp | 29.49%-11.0pp | 19.29%-0.8pp |
| Employer contribution / active EE | $2,617 | $3,151-16.9% | $4,311-39.3% | $2,680-2.3% |
| Participant deferral / active EE | $4,479 | $4,408+1.6% | $7,108-37.0% | $4,563-1.8% |
| Admin fee / account holder | $75 | $185-59.3% | $5,160-98.5% | $79-5.0% |