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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $154,007 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 26 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Participants) | $30,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,934 | $122,854-60.2% | $184,200-73.4% | $199,768-75.5% |
| Participation rate | 92.0% | 87.0%+5.0pp | 86.8%+5.2pp | 72.0%+20.0pp |
| Annual return | 14.17% | 143.99%-129.8pp | 28.80%-14.6pp | 34.26%-20.1pp |
| Employer contribution / active EE | $2,598 | $4,588-43.4% | $6,424-59.6% | $3,037-14.4% |
| Participant deferral / active EE | $4,618 | $7,995-42.2% | $9,132-49.4% | $5,090-9.3% |
| Admin fee / account holder | $93 | $120-22.8% | $13,907-99.3% | $269-65.5% |