| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $161,000 |
CROWE LLP1 year Filed as: CROWE LLC Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $28,000 |
STOEL RIVES LLP7 years Service code 29 900 SW FIFTH AVE · PORTLAND, OR 97204 | Legal | $7,000 |
MERCER5 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,928 | $68,330+0.9% | $149,740-54.0% | $96,393-28.5% |
| Participation rate | 8.3% | 74.6%-66.3pp | 78.8%-70.5pp | 71.3%-63.0pp |
| Annual return | 17.77% | 29.64%-11.9pp | 134.51%-116.7pp | 22.88%-5.1pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $561 | $4,422-87.3% | $5,683-90.1% | $5,455-89.7% |
| Admin fee / account holder | $44 | $52-14.8% | $13,222-99.7% | $74-40.0% |