Filed June 30, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $32,798 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,127 | $96,805+152.2% | $153,741+58.8% | $77,762+213.9% |
| Participation rate | 89.5% | 81.6%+7.9pp | 77.1%+12.4pp | 70.6%+18.9pp |
| Annual return | 12.76% | 14.39%-1.6pp | 15.71%-3.0pp | 31.27%-18.5pp |
| Employer contribution / active EE | $8,801 | $5,232+68.2% | $5,042+74.6% | $2,728+222.6% |
| Participant deferral / active EE | $6,764 | $6,601+2.5% | $6,757+0.1% | $4,651+45.4% |
| Admin fee / account holder | $46 | $182-74.5% | $12,749-99.6% | $433-89.3% |