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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 14 P.O BOX 64012 · BALTIMORE, MD 21264 | Plan Administrator | $17,865 |
WILLIAMS KEEPERS LLC7 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 | $33,333 | $53,344-37.5% | $121,210-72.5% | $74,473-55.2% |
| Participation rate | 79.8% | 60.0%+19.8pp | 69.5%+10.2pp | 70.7%+9.0pp |
| Annual return | 16.72% | 35.15%-18.4pp | 987.41%-970.7pp | 34.36%-17.6pp |
| Employer contribution / active EE | $1,150 | $1,898-39.4% | $4,171-72.4% | $2,638-56.4% |
| Participant deferral / active EE | $2,156 | $3,220-33.0% | $4,084-47.2% | $4,530-52.4% |
| Admin fee / account holder | $62 | $382-83.7% | $5,647-98.9% | $347-82.1% |