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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 | $66,459+133.0% | $81,286+90.5% | $77,714+99.2% |
| Participation rate | 83.2% | 68.7%+14.5pp | 69.5%+13.7pp | 70.6%+12.7pp |
| Annual return | 13.46% | 15.95%-2.5pp | 24.80%-11.3pp | 31.26%-17.8pp |
| Employer contribution / active EE | $3,659 | $2,156+69.7% | $2,463+48.6% | $2,727+34.2% |
| Participant deferral / active EE | $7,550 | $3,674+105.5% | $3,883+94.4% | $4,649+62.4% |
| Admin fee / account holder | $289 | $585-50.7% | $5,764-95.0% | $433-33.4% |