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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $64,641 |
OPPENHEIMER4+ years Filed as: OPPENHEIMER AND CO., INC. Service code 16 · EIN 75-2154744 85 BROAD STREET, 24TH FLOOR · NEW YORK, NY 10004 | Consulting | $13,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,930 | $69,823+129.1% | $76,902+108.0% | $74,473+114.7% |
| Participation rate | 91.4% | 70.0%+21.4pp | 69.6%+21.8pp | 70.7%+20.7pp |
| Annual return | 16.20% | 19.99%-3.8pp | 37.91%-21.7pp | 34.36%-18.2pp |
| Employer contribution / active EE | $3,707 | $2,148+72.6% | $2,534+46.3% | $2,638+40.5% |
| Participant deferral / active EE | $8,139 | $3,558+128.8% | $3,833+112.3% | $4,530+79.7% |
| Admin fee / account holder | $273 | $398-31.4% | $5,479-95.0% | $347-21.4% |