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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $56,353 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $9,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,854 | $66,601-14.6% | $92,909-38.8% | $67,579-15.9% |
| Participation rate | 45.2% | 72.5%-27.3pp | 76.0%-30.8pp | 71.3%-26.1pp |
| Annual return | 23.50% | 92.58%-69.1pp | 109.44%-85.9pp | 378.56%-355.1pp |
| Employer contribution / active EE | $1,303 | $2,775-53.0% | $3,653-64.3% | $2,148-39.3% |
| Participant deferral / active EE | $2,414 | $3,157-23.5% | $4,238-43.0% | $3,539-31.8% |
| Admin fee / account holder | $147 | $199-25.9% | $5,795-97.5% | $142+3.6% |