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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 14 P.O BOX 64012 · BALTIMORE, MD 21264 | Plan Administrator | $18,523 |
WILLIAMS KEEPERS LLC8 years Filed as: WILLIAMS GROUP Service code 27 4440 PGA BOULEVARD · PALM BEACH GARDENS, FL 33410 | Advisory (Plan) | $5,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,543 | $58,859-39.6% | $129,397-72.5% | $77,714-54.3% |
| Participation rate | 81.4% | 59.3%+22.1pp | 69.6%+11.8pp | 70.6%+10.8pp |
| Annual return | 12.20% | 24.74%-12.5pp | 9453.98%-9441.8pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,309 | $1,952-32.9% | $4,154-68.5% | $2,727-52.0% |
| Participant deferral / active EE | $2,486 | $3,215-22.7% | $4,167-40.3% | $4,649-46.5% |
| Admin fee / account holder | $60 | $591-89.9% | $7,679-99.2% | $433-86.2% |