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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 | $89,123+256.2% | $102,460+209.8% | $77,762+308.3% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.5%+20.7pp | 70.6%+26.6pp |
| Annual return | 15.96% | 25.05%-9.1pp | 29.47%-13.5pp | 31.27%-15.3pp |
| Employer contribution / active EE | $6,985 | $2,700+158.7% | $3,025+130.9% | $2,728+156.1% |
| Participant deferral / active EE | $18,698 | $5,148+263.2% | $5,056+269.8% | $4,651+302.0% |
| Admin fee / account holder | $92 | $236-61.1% | $9,460-99.0% | $433-78.8% |