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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $293,717 |
Filed as: RELIANT CONSULTING RESEARCH Service code 16 P.O. BOX 1806 · KIRKLAND, WA 98346 | Consulting | $10,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,430 | $84,572+3.4% | $68,815+27.1% | $78,104+11.9% |
| Participation rate | 97.8% | 73.3%+24.5pp | 69.0%+28.7pp | 74.5%+23.3pp |
| Annual return | -17.56% | -13.88%-3.7pp | -6.37%-11.2pp | 10.90%-28.5pp |
| Employer contribution / active EE | $2,579 | $3,358-23.2% | $2,656-2.9% | $3,128-17.5% |
| Participant deferral / active EE | $8,340 | $4,666+78.7% | $3,943+111.5% | $5,089+63.9% |
| Admin fee / account holder | $32 | $90-64.5% | $4,936-99.4% | $79-59.7% |