| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $926,852 |
MORNINGSTAR8+ years Service code 26 22 WT WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $113,140 |
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 | $105,358 | $89,433+17.8% | $115,756-9.0% | $89,433+17.8% |
| Participation rate | 79.2% | 71.3%+7.9pp | 77.1%+2.1pp | 71.3%+7.9pp |
| Annual return | -15.91% | -11.88%-4.0pp | 143.14%-159.1pp | -11.88%-4.0pp |
| Employer contribution / active EE | $4,966 | $3,021+64.4% | $3,793+30.9% | $3,021+64.4% |
| Participant deferral / active EE | $5,685 | $5,125+10.9% | $6,254-9.1% | $5,125+10.9% |
| Admin fee / account holder | $27 | $79-66.2% | $8,124-99.7% | $79-66.2% |