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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 | $283,847 |
VOLDAL WARTELLE AND CO1 year Service code 10 10510 NORTHUP WAY · KIRKLAND, WA 98033 | Accounting | $17,602 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,032 | $57,605+11.2% | $67,313-4.9% | $68,904-7.1% |
| Participation rate | 95.4% | 67.4%+28.0pp | 69.1%+26.3pp | 74.1%+21.3pp |
| Annual return | -5.20% | -3.81%-1.4pp | -4.08%-1.1pp | 1.07%-6.3pp |
| Employer contribution / active EE | $2,437 | $2,219+9.8% | $2,566-5.0% | $2,540-4.0% |
| Participant deferral / active EE | $6,115 | $3,063+99.6% | $3,568+71.4% | $4,015+52.3% |
| Admin fee / account holder | $37 | $77-51.6% | $4,507-99.2% | $71-47.5% |