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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $100,153 |
HARDY REED LLC4 years Service code 16 101 S FRONT STREET · TUPELO, MS 38804 | Consulting | $52,451 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,392 | $64,612+52.3% | $86,438+13.8% | $64,819+51.8% |
| Participation rate | 96.1% | 81.5%+14.6pp | 80.3%+15.7pp | 71.5%+24.6pp |
| Annual return | -14.21% | 0.66%-14.9pp | 4397.19%-4411.4pp | 32.84%-47.0pp |
| Employer contribution / active EE | $5,179 | $2,744+88.7% | $3,769+37.4% | $2,507+106.6% |
| Participant deferral / active EE | $8,747 | $7,497+16.7% | $6,952+25.8% | $4,311+102.9% |
| Admin fee / account holder | $133 | $169-21.2% | $6,733-98.0% | $188-29.0% |