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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 15 · EIN 04-3257927 PO BOX 219325, · KANSAS CITY, MO 641219325 | Recordkeeping | $2,330 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,599 | $91,474+3.4% | $135,982-30.4% | $71,529+32.3% |
| Participation rate | 83.7% | 75.7%+8.1pp | 81.9%+1.8pp | 67.9%+15.8pp |
| Annual return | 16.80% | 29.89%-13.1pp | 68.32%-51.5pp | 28.97%-12.2pp |
| Employer contribution / active EE | $3,299 | $3,705-11.0% | $4,859-32.1% | $2,590+27.4% |
| Participant deferral / active EE | $4,393 | $7,095-38.1% | $7,760-43.4% | $4,291+2.4% |
| Admin fee / account holder | $129 | $1,267-89.9% | $10,767-98.8% | $1,588-91.9% |