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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $242,723 |
COOK STREET CONSULTING5 years Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $44,993 |
BDO USA, LLP3 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $37,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,044 | $122,585+79.5% | $184,256+19.4% | $200,096+10.0% |
| Participation rate | 85.1% | 86.9%-1.8pp | 86.8%-1.7pp | 72.0%+13.1pp |
| Annual return | 28.85% | 144.12%-115.3pp | 28.85%0pp | 34.26%-5.4pp |
| Employer contribution / active EE | $12,047 | $4,571+163.5% | $6,427+87.4% | $3,038+296.6% |
| Participant deferral / active EE | $13,059 | $7,972+63.8% | $9,133+43.0% | $5,090+156.6% |
| Admin fee / account holder | $102 | $120-15.0% | $13,899-99.3% | $269-62.1% |