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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $83,577 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,768 | $241,850-72.0% | $102,437-33.8% | $200,096-66.1% |
| Participation rate | 47.6% | 78.3%-30.8pp | 74.5%-26.9pp | 72.0%-24.4pp |
| Annual return | 14.72% | 17.67%-2.9pp | 24.95%-10.2pp | 34.26%-19.5pp |
| Employer contribution / active EE | $1,564 | $4,253-63.2% | $3,871-59.6% | $3,038-48.5% |
| Participant deferral / active EE | $3,084 | $3,961-22.1% | $5,060-39.0% | $5,090-39.4% |
| Admin fee / account holder | $147 | $288-49.0% | $8,388-98.2% | $269-45.5% |