| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,770,000 |
Filed as: SANDS CAPITAL Service code 27 1000 WILSON BOULEVARD · ARLINGTON, VA 22209 | Advisory (Plan) | $1,470,000 |
TOWNSQUARE CAPITAL LLC5 years Service code 27 · EIN 82-1306760 | Advisory (Plan) | $1,379,000 |
INVESCO7 years Service code 27 22069 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $353,000 |
Service code 26 · EIN 27-3616371 | Advisory (Participants) | $192,000 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $96,000 |
MERCER5 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $95,000 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 27 50 S. LASALLE STREET · CHICAGO, IL 60675 | Advisory (Plan) | $72,000 |
STRATEGIC ADVOCATES LLC2 years Service code 26 · EIN 87-1916642 | Advisory (Participants) | $43,000 |
CASTLEVIEW PARTNERS LLC1 year Service code 26 · EIN 47-4596387 | Advisory (Participants) | $35,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,362 | $68,330+8.8% | $149,740-50.3% | $96,393-22.9% |
| Participation rate | 94.5% | 74.6%+19.9pp | 78.8%+15.7pp | 71.3%+23.2pp |
| Annual return | 63.04% | 29.64%+33.4pp | 134.51%-71.5pp | 22.88%+40.2pp |
| Employer contribution / active EE | $2,606 | $2,139+21.8% | $4,821-46.0% | $3,239-19.5% |
| Participant deferral / active EE | $4,594 | $4,422+3.9% | $5,683-19.2% | $5,455-15.8% |
| Admin fee / account holder | $86 | $52+65.1% | $13,222-99.4% | $74+16.2% |