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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $489,878 |
MERCER1+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $97,500 |
Filed as: ECKERT SEAMANS CHERIN & MELLOTT Service code 29 600 GRANT STREET · PITTSBURGH, PA 15219 | Legal | $5,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,457 | $52,172-22.5% | $56,025-27.8% | $106,553-62.0% |
| Participation rate | 16.6% | 32.5%-15.9pp | 52.5%-35.9pp | 69.8%-53.2pp |
| Annual return | 15.34% | 17.21%-1.9pp | 1712.69%-1697.3pp | 17.37%-2.0pp |
| Employer contribution / active EE | $164 | $613-73.2% | $1,042-84.2% | $3,359-95.1% |
| Participant deferral / active EE | $978 | $1,424-31.3% | $1,955-50.0% | $5,562-82.4% |
| Admin fee / account holder | $51 | $90-43.4% | $2,828-98.2% | $80-35.7% |