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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $202,867 |
COOK STREET CONSULTING3 years Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $84,820 |
BDO USA, LLP1 year Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $41,000 |
T ROWE PRICE RPS INC1 year Filed as: 3T ROWE PRICE RPS INC Service code 15 | Recordkeeping | $0 |
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 | $187,340 | $95,918+95.3% | $151,634+23.5% | $77,906+140.5% |
| Participation rate | 83.7% | 88.7%-5.1pp | 87.5%-3.8pp | 73.7%+10.0pp |
| Annual return | -16.16% | -5.50%-10.7pp | 3.32%-19.5pp | 12.16%-28.3pp |
| Employer contribution / active EE | $11,649 | $4,330+169.0% | $6,165+89.0% | $2,846+309.3% |
| Participant deferral / active EE | $11,593 | $7,508+54.4% | $8,363+38.6% | $4,805+141.3% |
| Admin fee / account holder | $134 | $93+43.9% | $11,614-98.8% | $133+1.2% |