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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MEYERS BROTHERS KALICKA, P.C. Service code 10 330 WHITNEY AVE · HOLYOKE, MA 01040 | Accounting | $5,009 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $255,409 | $100,060+155.3% | $149,721+70.6% | $70,126+264.2% |
| Participation rate | 59.6% | 83.6%-24.0pp | 87.1%-27.5pp | 69.5%-10.0pp |
| Annual return | 14.50% | 27.46%-13.0pp | 1501.67%-1487.2pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,515 | $4,982+70.9% | $6,568+29.6% | $3,332+155.6% |
| Admin fee / account holder | $36 | $8,285-99.6% | $11,282-99.7% | $4,645-99.2% |