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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $23,225 |
Filed as: ALLIANT INSURANCE SERVICES Service code 16 320 WEST 57TH STREET, 3RD FLOOR · NEW YORK, NV 10019 | Consulting | $17,500 |
LILLING & COMPANY LLP1 year Service code 10 · EIN 13-3447681 | Accounting | $14,135 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 17 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Pension Consulting | $9,769 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,352 | $73,532+67.8% | $178,505-30.9% | $74,478+65.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 13.33% | 17.49%-4.2pp | 27.16%-13.8pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $3,623 | $2,221+63.2% | $3,955-8.4% | $2,626+38.0% |
| Participant deferral / active EE | $7,479 | $4,519+65.5% | $6,280+19.1% | $4,350+71.9% |
| Admin fee / account holder | $215 | $1,813-88.2% | $10,428-97.9% | $1,946-89.0% |