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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $99,327 |
BRADLEY FOSTER & SARGENT INC3 years Service code 26 · EIN 06-1380515 | Advisory (Participants) | $78,953 |
GRANT THORNTON LLP1 year Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $21,000 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $7,438 |
MARINER LLC1 year Filed as: MARINER PLATFORM SOLUTIONS LLC Service code 26 · EIN 84-3582920 | Advisory (Participants) | $5,002 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,762 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $564,865 | $106,264+431.6% | $147,117+284.0% | $77,762+626.4% |
| Participation rate | 94.1% | 78.4%+15.7pp | 82.2%+11.9pp | 70.6%+23.5pp |
| Annual return | 12.54% | 56.94%-44.4pp | 420.54%-408.0pp | 31.27%-18.7pp |
| Employer contribution / active EE | $17,174 | $4,074+321.6% | $4,932+248.2% | $2,728+529.5% |
| Participant deferral / active EE | $15,074 | $8,003+88.3% | $8,065+86.9% | $4,651+224.1% |
| Admin fee / account holder | $355 | $334+6.1% | $12,993-97.3% | $433-18.1% |