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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $94,643 |
ASCENSUS LLC4 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $45,000 |
REILLY, PENNER & BENTON LLP2 years Filed as: REILLY, PENNER, & BENTON LLP Service code 10 1233 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53226 | Accounting | $10,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,007 | $89,093+5.5% | $102,434-8.2% | $77,736+20.9% |
| Participation rate | 94.7% | 80.9%+13.7pp | 76.5%+18.2pp | 70.6%+24.1pp |
| Annual return | 14.23% | 25.03%-10.8pp | 29.46%-15.2pp | 31.26%-17.0pp |
| Employer contribution / active EE | $3,454 | $2,699+28.0% | $3,023+14.3% | $2,728+26.6% |
| Participant deferral / active EE | $7,786 | $5,147+51.3% | $5,055+54.0% | $4,651+67.4% |
| Admin fee / account holder | $160 | $236-32.0% | $9,462-98.3% | $433-63.0% |