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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS INC Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $145,246 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING Service code 16 5454 WEST 110TH STREET · OAKLAND, KS 66211 | Consulting | $68,000 |
WHITLEY PENN LLP1+ years Filed as: WHITLEY PENN Service code 10 640 TAYLOR STREET · FORT WORTH, TX 76102 | Accounting | $40,950 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $2,163 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,309 | $112,582+24.6% | $105,608+32.9% | $199,921-29.8% |
| Participation rate | 97.3% | 86.3%+11.0pp | 75.3%+22.0pp | 72.0%+25.3pp |
| Annual return | 12.59% | 15.58%-3.0pp | 116.50%-103.9pp | 34.28%-21.7pp |
| Employer contribution / active EE | $8,229 | $4,580+79.7% | $3,167+159.8% | $3,035+171.1% |
| Participant deferral / active EE | $7,629 | $6,655+14.6% | $5,010+52.3% | $5,089+49.9% |
| Admin fee / account holder | $185 | $107+73.1% | $11,028-98.3% | $269-31.2% |