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 | $96,486+153.0% | $153,500+59.0% | $77,714+214.1% |
| Participation rate | 89.5% | 81.6%+7.9pp | 77.1%+12.4pp | 70.6%+18.9pp |
| Annual return | 12.76% | 14.44%-1.7pp | 15.70%-2.9pp | 31.26%-18.5pp |
| Employer contribution / active EE | $8,801 | $5,224+68.5% | $5,039+74.7% | $2,727+222.8% |
| Participant deferral / active EE | $6,764 | $6,609+2.3% | $6,756+0.1% | $4,649+45.5% |
| Admin fee / account holder | $46 | $182-74.6% | $12,736-99.6% | $433-89.3% |