Filed January 15, 2025 (most recent of 4 filings on file)
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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 | $129,652 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 27 485 RAINIER BLVD N · ISSAQUAH, WA 98027 | Advisory (Plan) | $5,776 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,900-100.0% | $170,055-100.0% | $139,500-100.0% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | -92.73% | 60.58%-153.3pp | 53.43%-146.2pp | 373.99%-466.7pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,828-100.0% | $11,410-100.0% |