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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $277,761 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 50 S. LASALLE STREET · CHICAGO, IL 60675 | Bank Trustee | $48,732 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Shareho... | $6,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,117 | $37,383-16.8% | $71,089-56.2% | $73,367-57.6% |
| Participation rate | 19.6% | 33.8%-14.3pp | 54.6%-35.1pp | 69.5%-49.9pp |
| Annual return | -4.57% | 0.47%-5.0pp | 650.65%-655.2pp | 173.45%-178.0pp |
| Employer contribution / active EE | $292 | $490-40.3% | $1,088-73.1% | $2,499-88.3% |
| Participant deferral / active EE | $678 | $1,117-39.3% | $1,873-63.8% | $4,033-83.2% |
| Admin fee / account holder | $45 | $75-40.3% | $3,082-98.6% | $68-34.8% |