Filed January 17, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $350,326 |
DELOITTE & TOUCHE LLP1 year Service code 10 P O BOX 844708 · DALLAS, TX 75284 | Accounting | $71,669 |
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $70,000 |
AON CONSULTING4 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $22,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,570 | $111,651-24.3% | $86,645-2.4% | $101,555-16.7% |
| Participation rate | 87.3% | 83.2%+4.1pp | 71.7%+15.6pp | 74.5%+12.8pp |
| Annual return | 14.11% | 19.55%-5.4pp | 63.52%-49.4pp | 21.00%-6.9pp |
| Employer contribution / active EE | $2,714 | $3,410-20.4% | $2,496+8.7% | $2,972-8.7% |
| Participant deferral / active EE | $4,641 | $4,831-3.9% | $3,700+25.4% | $4,874-4.8% |
| Admin fee / account holder | $73 | $79-8.0% | $5,830-98.8% | $139-47.8% |