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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $185,927 |
Service code 26 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Participants) | $30,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,299 | $153,743-71.2% | $197,124-77.5% | $103,975-57.4% |
| Participation rate | 94.1% | 91.1%+3.0pp | 86.7%+7.4pp | 72.5%+21.6pp |
| Annual return | 18.45% | 17.60%+0.9pp | 44.34%-25.9pp | 19.41%-1.0pp |
| Employer contribution / active EE | $2,718 | $5,424-49.9% | $6,227-56.3% | $3,722-27.0% |
| Participant deferral / active EE | $4,611 | $9,152-49.6% | $9,135-49.5% | $5,343-13.7% |
| Admin fee / account holder | $83 | $131-37.1% | $16,298-99.5% | $332-75.1% |