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| Provider | Service type | Compensation |
|---|---|---|
MEYERS BROTHERS KALICKA, PC4 years Filed as: MEYERS BROTHERS KALICKA Service code 10 330 WHITNEY AVE · HOLYOKE, MA 01040 | Accounting | $14,200 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,055 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,383 | $137,414+149.9% | $189,513+81.2% | $85,850+300.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.19% | 38.14%-27.0pp | 555.15%-544.0pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,817 | $6,260+56.8% | $8,221+19.4% | $3,952+148.4% |
| Admin fee / account holder | $116 | $8,630-98.7% | $12,045-99.0% | $6,260-98.2% |