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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,856 |
Filed as: FIDUCIARY PARTNERS RET. GROUP, INC Service code 16 2729 S.R. 580 SUITE C · CLEARWATER, FL 33761 | Consulting | $16,500 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKHART Service code 10 200 SOUTH 10TH STREET · RICHMOND, VA 23261 | Accounting | $12,000 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN KRYSTYN SHERMAN Service code 16 4010 W BOY SCOUT ROAD · TAMPA, FL 33607 | Consulting | $5,500 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $75 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,396 | $62,928+15.0% | $172,755-58.1% | $67,579+7.1% |
| Participation rate | 95.0% | 64.5%+30.5pp | 82.6%+12.3pp | 71.3%+23.7pp |
| Annual return | 20.99% | 30.36%-9.4pp | 802.94%-781.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $2,278 | $1,636+39.3% | $5,144-55.7% | $2,148+6.1% |
| Participant deferral / active EE | $3,858 | $2,145+79.9% | $5,198-25.8% | $3,539+9.0% |
| Admin fee / account holder | $60 | $167-63.8% | $13,955-99.6% | $142-57.6% |