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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 | $73,459+67.9% | $178,528-30.9% | $74,429+65.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 13.33% | 17.50%-4.2pp | 27.11%-13.8pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $3,623 | $2,219+63.3% | $3,950-8.3% | $2,625+38.0% |
| Participant deferral / active EE | $7,479 | $4,515+65.7% | $6,278+19.1% | $4,348+72.0% |
| Admin fee / account holder | $215 | $1,812-88.2% | $10,419-97.9% | $1,944-89.0% |