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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $87,257 |
HARDY REED LLC3 years Service code 16 101 S FRONT STREET · TUPELO, MS 38804 | Consulting | $50,923 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,433 | $87,125+52.0% | $108,405+22.2% | $86,821+52.5% |
| Participation rate | 83.2% | 80.5%+2.7pp | 80.1%+3.1pp | 72.3%+11.0pp |
| Annual return | 15.62% | 25.21%-9.6pp | 905.55%-889.9pp | 97.94%-82.3pp |
| Employer contribution / active EE | $4,252 | $2,477+71.6% | $3,559+19.5% | $2,406+76.7% |
| Participant deferral / active EE | $7,378 | $6,944+6.2% | $6,563+12.4% | $4,132+78.6% |
| Admin fee / account holder | $145 | $130+11.5% | $7,297-98.0% | $170-14.4% |