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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $343,520 |
VWC PS2 years Filed as: VWC CPAS Service code 10 10510 NORTHUP WAY · KIRKLAND, WA 98033 | Accounting | $18,500 |
Filed as: RELIANT CONSULTING RESEARCH Service code 16 P.O. BOX 1806 · KIRKLAND, WA 98346 | Consulting | $9,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,217 | $107,339+1.7% | $85,708+27.4% | $101,555+7.5% |
| Participation rate | 95.6% | 73.0%+22.7pp | 69.9%+25.8pp | 74.5%+21.1pp |
| Annual return | 16.79% | 20.15%-3.4pp | 21.49%-4.7pp | 21.00%-4.2pp |
| Employer contribution / active EE | $2,455 | $3,291-25.4% | $2,618-6.2% | $2,972-17.4% |
| Participant deferral / active EE | $7,886 | $4,375+80.2% | $3,922+101.1% | $4,874+61.8% |
| Admin fee / account holder | $42 | $106-60.6% | $6,876-99.4% | $139-69.9% |