Filed June 30, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,362 |
RIVER AND MERCANTILE LLC2 years Service code 16 130 TURNER ST · WALTHAM, MA 02453 | Consulting | $35,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,786 | $92,303+229.1% | $152,473+99.2% | $86,828+249.9% |
| Participation rate | 80.7% | 81.1%-0.3pp | 78.2%+2.6pp | 72.3%+8.5pp |
| Annual return | 8.92% | 531.69%-522.8pp | 757.59%-748.7pp | 97.95%-89.0pp |
| Employer contribution / active EE | $7,239 | $3,748+93.2% | $4,326+67.4% | $2,406+200.9% |
| Participant deferral / active EE | $6,282 | $5,599+12.2% | $5,817+8.0% | $4,132+52.0% |
| Admin fee / account holder | $126 | $150-15.9% | $15,811-99.2% | $170-25.7% |