| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,493,883 |
MORNINGSTAR6+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $97,659 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,359 | $106,273-0.9% | $379,746-72.3% | $106,273-0.9% |
| Participation rate | 86.4% | 70.8%+15.6pp | 78.4%+7.9pp | 70.8%+15.6pp |
| Annual return | 14.48% | 21.70%-7.2pp | 34.90%-20.4pp | 21.70%-7.2pp |
| Employer contribution / active EE | $4,975 | $2,722+82.7% | $3,540+40.5% | $2,722+82.7% |
| Participant deferral / active EE | $5,335 | $4,601+15.9% | $6,024-11.4% | $4,601+15.9% |
| Admin fee / account holder | $41 | $78-47.7% | $7,927-99.5% | $78-47.7% |