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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-6559833 | Recordkeeping | $150,540 |
AON CONSULTING2 years Service code 15 39584 TREASURY CENTER · CHICAGO, IL 60694 | Recordkeeping | $1,650 |
T ROWE PRICE RPS INC3+ years Service code 15 | Recordkeeping | $0 |
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 | $170,453 | $43,717+289.9% | $81,473+109.2% | $77,958+118.6% |
| Participation rate | 97.4% | 42.5%+54.9pp | 68.0%+29.4pp | 71.6%+25.8pp |
| Annual return | 8.64% | 23.83%-15.2pp | 38.78%-30.1pp | 20.87%-12.2pp |
| Employer contribution / active EE | $4,469 | $919+386.5% | $2,568+74.1% | $2,310+93.4% |
| Participant deferral / active EE | $8,833 | $1,783+395.4% | $3,537+149.7% | $3,537+149.8% |
| Admin fee / account holder | $52 | $108-52.1% | $4,561-98.9% | $97-46.9% |