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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21231 | Recordkeeping | $72,468 |
OPPENHEIMER5+ years Filed as: OPPENHEIMER AND CO., INC. Service code 16 · EIN 75-2154744 85 BROAD STREET, 24TH FLOOR · NEW YORK, NY 10004 | Consulting | $22,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,842 | $66,486+132.9% | $81,370+90.3% | $77,762+99.1% |
| Participation rate | 83.2% | 68.7%+14.5pp | 69.5%+13.7pp | 70.6%+12.7pp |
| Annual return | 13.46% | 15.95%-2.5pp | 24.85%-11.4pp | 31.27%-17.8pp |
| Employer contribution / active EE | $3,659 | $2,158+69.6% | $2,464+48.5% | $2,728+34.1% |
| Participant deferral / active EE | $7,550 | $3,677+105.4% | $3,885+94.3% | $4,651+62.3% |
| Admin fee / account holder | $289 | $586-50.7% | $5,749-95.0% | $433-33.3% |