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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $67,514 |
OPPENHEIMER2+ 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,144 | $66,528+146.7% | $86,615+89.5% | $86,821+89.1% |
| Participation rate | 91.4% | 72.4%+19.0pp | 71.6%+19.8pp | 72.3%+19.1pp |
| Annual return | 13.31% | 19.56%-6.2pp | 63.51%-50.2pp | 97.94%-84.6pp |
| Employer contribution / active EE | $3,316 | $2,007+65.2% | $2,496+32.9% | $2,406+37.8% |
| Participant deferral / active EE | $7,296 | $3,240+125.2% | $3,699+97.2% | $4,132+76.6% |
| Admin fee / account holder | $293 | $148+97.8% | $5,830-95.0% | $170+72.8% |