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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $31,220 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,905 |
Filed as: SNYDER COHN, PC Service code 10 11200 ROCKVILLE PIKE · NORTH BETHESDA, MD 20852 | Accounting | $10,000 |
Filed as: HOLTHOUSE CARLIN VAN TRIGT Service code 10 1801 W OLYMPIC BLVD · PASADENA, CA 91199 | Accounting | $8,420 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,626 | $36,700+37.9% | $171,082-70.4% | $63,975-20.9% |
| Participation rate | 90.0% | 61.5%+28.5pp | 76.7%+13.3pp | 71.1%+18.9pp |
| Annual return | 8.23% | 12.80%-4.6pp | 32.56%-24.3pp | 48.65%-40.4pp |
| Employer contribution / active EE | $3,058 | $1,210+152.6% | $4,002-23.6% | $2,182+40.2% |
| Participant deferral / active EE | $6,349 | $2,696+135.5% | $4,797+32.4% | $3,356+89.2% |
| Admin fee / account holder | $19 | $68-71.7% | $8,520-99.8% | $70-72.8% |