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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $410,107 |
VWC PS1 year Filed as: VWC CPAS Service code 10 10510 NORTHUP WAY · KIRKLAND, WA 98033 | Accounting | $18,000 |
Filed as: RELIANT CONSULTING RESEARCH Service code 16 PO BOX 1806 · KIRKLAND, WA 98346 | Consulting | $14,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,247 | $81,725+21.4% | $81,988+21.0% | $93,223+6.5% |
| Participation rate | 97.4% | 71.9%+25.5pp | 69.3%+28.1pp | 74.9%+22.5pp |
| Annual return | 17.08% | 20.25%-3.2pp | 41.32%-24.2pp | 19.29%-2.2pp |
| Employer contribution / active EE | $2,599 | $2,446+6.2% | $2,499+4.0% | $2,680-3.0% |
| Participant deferral / active EE | $7,302 | $3,747+94.9% | $3,723+96.1% | $4,563+60.0% |
| Admin fee / account holder | $54 | $92-41.0% | $5,666-99.0% | $79-31.4% |