Filed October 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,155 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,871 | $60,795+11.6% | $69,483-2.3% | $65,186+4.1% |
| Participation rate | 99.3% | 74.9%+24.5pp | 74.6%+24.7pp | 70.2%+29.1pp |
| Annual return | 23.84% | 17.46%+6.4pp | 28.99%-5.2pp | 29.39%-5.5pp |
| Employer contribution / active EE | $2,796 | $2,452+14.0% | $2,780+0.6% | $2,177+28.5% |
| Participant deferral / active EE | $4,483 | $3,162+41.8% | $3,537+26.8% | $3,514+27.6% |
| Admin fee / account holder | $98 | $314-68.6% | $3,841-97.4% | $847-88.4% |