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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $87,172 |
SMITH, GAMBRELL & RUSSELL, LLP1+ years Service code 16 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Consulting | $85,778 |
FINDLEY1+ years Service code 16 PO BOX 352888 · TOLEDO, OH 43635 | Consulting | $29,344 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 27 1 PENN PLAZA · NEW YORK, NY 10119 | Advisory (Plan) | $7,500 |
WINDHAM BRANNON1+ years Service code 10 3630 PEACHTREE RD · ATLANTA, GA 30326 | Accounting | $6,000 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFITS COUNCIL Service code 16 1501 M STREET NW · WASHINGTON, DC 20005 | Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,842 | $33,283+166.9% | $77,557+14.6% | $93,223-4.7% |
| Participation rate | 55.5% | 33.8%+21.7pp | 54.2%+1.3pp | 74.9%-19.4pp |
| Annual return | 0.00% | 16.24%-16.2pp | 54.83%-54.8pp | 19.29%-19.3pp |
| Employer contribution / active EE | $338 | $311+8.6% | $987-65.7% | $2,680-87.4% |
| Participant deferral / active EE | $898 | $886+1.3% | $1,861-51.7% | $4,563-80.3% |
| Admin fee / account holder | $23 | $97-76.0% | $2,860-99.2% | $79-70.6% |