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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $314,000 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $248,000 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $74,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,571 | $126,505+91.7% | $88,179+175.1% | $126,505+91.7% |
| Participation rate | 96.8% | 81.0%+15.7pp | 69.1%+27.6pp | 81.0%+15.7pp |
| Annual return | 16.97% | 14.86%+2.1pp | 64.97%-48.0pp | 14.86%+2.1pp |
| Employer contribution / active EE | $5,755 | $4,041+42.4% | $2,549+125.8% | $4,041+42.4% |
| Participant deferral / active EE | $10,031 | $6,313+58.9% | $4,614+117.4% | $6,313+58.9% |
| Admin fee / account holder | $74 | $145-48.9% | $7,673-99.0% | $145-48.9% |