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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $56,522 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER AND CO., INC. Service code 16 · EIN 75-2154744 85 BROAD STREET, 24TH FLOOR · NEW YORK, NY 10004 | Consulting | $18,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,814 | $61,473+129.1% | $81,726+72.3% | $73,412+91.8% |
| Participation rate | 95.0% | 72.4%+22.6pp | 72.0%+23.0pp | 72.2%+22.9pp |
| Annual return | 13.68% | 28.26%-14.6pp | 29.49%-15.8pp | 59.30%-45.6pp |
| Employer contribution / active EE | $3,603 | $1,898+89.9% | $4,311-16.4% | $2,234+61.3% |
| Participant deferral / active EE | $7,439 | $3,080+141.5% | $7,108+4.6% | $3,806+95.5% |
| Admin fee / account holder | $245 | $125+95.2% | $5,160-95.3% | $158+55.1% |