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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $24,292 |
Filed as: ALLIANT INSURANCE SERVICES Service code 16 320 WEST 57TH STREET, 3RD FLOOR · NEW YORK, NV 10019 | Consulting | $21,125 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 17 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Pension Consulting | $7,306 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,683 | $65,390+66.2% | $169,385-35.8% | $71,495+52.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | 17.23% | 21.31%-4.1pp | 405.82%-388.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $3,609 | $2,079+73.6% | $4,012-10.0% | $2,589+39.4% |
| Participant deferral / active EE | $6,946 | $4,367+59.1% | $6,221+11.7% | $4,291+61.9% |
| Admin fee / account holder | $177 | $1,324-86.6% | $9,011-98.0% | $1,588-88.9% |