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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MEYERS BROTHERS KALICKA Service code 10 330 WHITNEY AVE · HOLYOKE, MA 01040 | Accounting | $5,035 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $255,307 | $94,529+170.1% | $140,019+82.3% | $64,173+297.8% |
| Participation rate | 52.2% | 84.1%-31.9pp | 87.5%-35.3pp | 69.6%-17.4pp |
| Annual return | -1.58% | 7.77%-9.4pp | 651.17%-652.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,852 | $5,250+68.6% | $6,927+27.8% | $3,470+155.1% |
| Admin fee / account holder | $40 | $6,741-99.4% | $10,705-99.6% | $4,887-99.2% |