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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $107,944 |
HARDY REED LLC6 years Service code 16 101 S FRONT STREET · TUPELO, MS 38804 | Consulting | $55,645 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,250 | $90,064+52.4% | $100,415+36.7% | $77,762+76.5% |
| Participation rate | 97.9% | 81.3%+16.6pp | 81.5%+16.4pp | 70.6%+27.3pp |
| Annual return | 14.51% | 20.61%-6.1pp | 49.47%-35.0pp | 31.27%-16.8pp |
| Employer contribution / active EE | $6,275 | $3,043+106.2% | $3,943+59.1% | $2,728+130.0% |
| Participant deferral / active EE | $9,724 | $8,282+17.4% | $8,091+20.2% | $4,651+109.1% |
| Admin fee / account holder | $137 | $172-20.6% | $7,906-98.3% | $433-68.4% |