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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $90,445 |
HARDY REED LLC2 years Service code 27 101 S FRONT STREET · TUPELO, MS 38804 | Advisory (Plan) | $49,440 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,935 | $78,781+42.1% | $100,535+11.3% | $73,412+52.5% |
| Participation rate | 96.4% | 80.0%+16.3pp | 79.4%+17.0pp | 72.2%+24.2pp |
| Annual return | 18.74% | 31.69%-12.9pp | 30.90%-12.2pp | 59.30%-40.6pp |
| Employer contribution / active EE | $1,989 | $2,420-17.8% | $3,419-41.8% | $2,234-11.0% |
| Participant deferral / active EE | $7,255 | $6,537+11.0% | $6,271+15.7% | $3,806+90.6% |
| Admin fee / account holder | $146 | $145+0.7% | $8,085-98.2% | $158-7.3% |