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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $157,353 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $30,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,697 | $86,897-57.8% | $151,645-75.8% | $64,824-43.4% |
| Participation rate | 94.3% | 87.3%+7.0pp | 87.5%+6.8pp | 71.5%+22.8pp |
| Annual return | -15.30% | -3.57%-11.7pp | 3.34%-18.6pp | 32.84%-48.1pp |
| Employer contribution / active EE | $3,130 | $4,010-22.0% | $6,165-49.2% | $2,507+24.8% |
| Participant deferral / active EE | $4,412 | $6,690-34.1% | $8,363-47.2% | $4,311+2.3% |
| Admin fee / account holder | $98 | $153-35.7% | $11,614-99.2% | $188-47.6% |