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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 23-2456861 190 N INDEPENDENCE MALL WEST · PHILADELPHIA, PA 19106 | Advisory (Participants) | $11,500 |
Service code 16 · EIN 51-0383217 3411 SILVERSIDE ROAD · WILMINGTON, DE 19810 | Consulting | $7,750 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 15 · EIN 04-3257927 PO BOX 219325, · KANSAS CITY, MO 641219325 | Recordkeeping | $2,030 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,261 | $101,591+0.7% | $147,096-30.5% | $74,429+37.4% |
| Participation rate | 84.5% | 75.5%+8.9pp | 82.2%+2.3pp | 67.2%+17.3pp |
| Annual return | 12.44% | 8746.45%-8734.0pp | 419.75%-407.3pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $3,631 | $3,813-4.8% | $4,936-26.4% | $2,625+38.3% |
| Participant deferral / active EE | $4,873 | $7,302-33.3% | $8,071-39.6% | $4,348+12.1% |
| Admin fee / account holder | $150 | $1,750-91.5% | $13,005-98.9% | $1,944-92.3% |