Filed August 14, 2024 (most recent of 5 filings on file)
Total covered: 194 employees
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $2,125,763 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,617 | $57,150-44.7% | $93,727-66.3% | $106,553-70.3% |
| Participation rate | 93.7% | 49.1%+44.6pp | 68.7%+25.0pp | 69.8%+23.9pp |
| Annual return | 14.29% | 15.81%-1.5pp | 133.83%-119.5pp | 17.37%-3.1pp |
| Employer contribution / active EE | $1,457 | $1,015+43.6% | $2,421-39.8% | $3,359-56.6% |
| Participant deferral / active EE | $3,259 | $1,853+75.9% | $4,417-26.2% | $5,562-41.4% |
| Admin fee / account holder | $33 | $64-49.2% | $8,292-99.6% | $80-59.0% |