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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $137,298 |
COHNREZNICK LLP8 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $26,400 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,464 | $89,067+256.4% | $102,423+210.0% | $77,714+308.5% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.5%+20.7pp | 70.6%+26.6pp |
| Annual return | 15.96% | 25.01%-9.1pp | 29.42%-13.5pp | 31.26%-15.3pp |
| Employer contribution / active EE | $6,985 | $2,699+158.8% | $3,023+131.1% | $2,727+156.2% |
| Participant deferral / active EE | $18,698 | $5,147+263.3% | $5,054+270.0% | $4,649+302.2% |
| Admin fee / account holder | $92 | $236-61.1% | $9,455-99.0% | $433-78.8% |