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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8 years Filed as: T ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-6559833 | Recordkeeping | $247,000 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $155,000 |
Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $48,000 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $24,000 |
T ROWE PRICE RPS INC10+ years Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,815 | $41,040+440.5% | $85,126+160.6% | $99,269+123.4% |
| Participation rate | 97.4% | 34.4%+63.0pp | 67.5%+29.9pp | 71.7%+25.7pp |
| Annual return | 51.45% | 17.44%+34.0pp | 66.63%-15.2pp | 17.66%+33.8pp |
| Employer contribution / active EE | $4,639 | $1,106+319.2% | $2,731+69.8% | $3,265+42.1% |
| Participant deferral / active EE | $8,164 | $2,193+272.2% | $4,523+80.5% | $5,344+52.8% |
| Admin fee / account holder | $57 | $177-67.8% | $6,160-99.1% | $109-47.7% |