Filed May 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES1 year Filed as: HAYS FINANCIAL GROUP Service code 16 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $88,694 |
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $68,624 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,006 | $89,123-31.5% | $102,460-40.5% | $77,762-21.5% |
| Participation rate | 94.6% | 80.9%+13.6pp | 76.5%+18.1pp | 70.6%+24.0pp |
| Annual return | 16.91% | 25.05%-8.1pp | 29.47%-12.6pp | 31.27%-14.4pp |
| Employer contribution / active EE | $2,912 | $2,700+7.9% | $3,025-3.7% | $2,728+6.7% |
| Participant deferral / active EE | $9,866 | $5,148+91.7% | $5,056+95.1% | $4,651+112.1% |
| Admin fee / account holder | $180 | $236-23.6% | $9,460-98.1% | $433-58.4% |