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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $135,441 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $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 | $42,527 | $112,686-62.3% | $170,057-75.0% | $80,169-47.0% |
| Participation rate | 94.1% | 87.4%+6.7pp | 87.0%+7.1pp | 72.9%+21.1pp |
| Annual return | 16.96% | 67.04%-50.1pp | 53.42%-36.5pp | 40.39%-23.4pp |
| Employer contribution / active EE | $2,819 | $4,481-37.1% | $6,790-58.5% | $2,978-5.4% |
| Participant deferral / active EE | $4,368 | $7,876-44.5% | $10,411-58.0% | $5,016-12.9% |
| Admin fee / account holder | $84 | $99-14.8% | $12,826-99.3% | $145-41.8% |