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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,680 |
BANCO POPULAR DE PUERTO RICO2+ years Service code 21 · EIN 66-0561870 PO BOX 362708 · SAN JUAN, PR 00936 | Bank Trustee | $14,224 |
FISCHER DORWART, P.C.2+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $6,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,390 | $74,024-3.6% | $78,002-8.5% | $57,658+23.8% |
| Participation rate | 21.0% | 79.7%-58.8pp | 75.5%-54.6pp | 70.2%-49.3pp |
| Annual return | 7.04% | 12.14%-5.1pp | 425.99%-418.9pp | 5.13%+1.9pp |
| Employer contribution / active EE | $6,256 | $2,365+164.5% | $2,470+153.3% | $1,974+217.0% |
| Participant deferral / active EE | $6,351 | $3,533+79.8% | $3,497+81.6% | $3,061+107.5% |
| Admin fee / account holder | $93 | $93-0.7% | $5,481-98.3% | $95-2.1% |