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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 | $38,754 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,546 | $91,517+24.1% | $101,264+12.1% | $73,412+54.7% |
| Participation rate | 64.3% | 73.8%-9.5pp | 75.8%-11.5pp | 72.2%-7.9pp |
| Annual return | 15.04% | 17.17%-2.1pp | 46.48%-31.4pp | 59.30%-44.3pp |
| Employer contribution / active EE | $2,162 | $2,877-24.8% | $3,660-40.9% | $2,234-3.2% |
| Participant deferral / active EE | $5,072 | $3,338+51.9% | $4,370+16.0% | $3,806+33.3% |
| Admin fee / account holder | $170 | $216-21.0% | $5,947-97.1% | $158+8.0% |