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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $47,946 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,195 | $82,979+69.0% | $102,412+36.9% | $77,736+80.3% |
| Participation rate | 54.8% | 71.5%-16.7pp | 74.5%-19.7pp | 70.6%-15.8pp |
| Annual return | 13.11% | 19.11%-6.0pp | 24.94%-11.8pp | 31.26%-18.2pp |
| Employer contribution / active EE | $2,551 | $3,554-28.2% | $3,870-34.1% | $2,728-6.5% |
| Participant deferral / active EE | $5,742 | $4,109+39.7% | $5,060+13.5% | $4,651+23.5% |
| Admin fee / account holder | $168 | $639-73.7% | $8,388-98.0% | $433-61.3% |