| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $160,000 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $31,000 |
MERCER6 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,959 | $73,283+6.4% | $155,556-49.9% | $106,553-26.8% |
| Participation rate | 7.8% | 73.3%-65.5pp | 78.2%-70.4pp | 69.8%-62.0pp |
| Annual return | 12.24% | 15.76%-3.5pp | 64.84%-52.6pp | 17.37%-5.1pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $543 | $4,567-88.1% | $5,631-90.4% | $5,562-90.2% |
| Admin fee / account holder | $45 | $56-19.6% | $15,885-99.7% | $80-43.6% |