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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 13-2638166 | Consulting | $90,000 |
ASSURANCE DIMENSIONS7 years Service code 10 4920 CYPRESS STREET SUITE 102 · TAMPA, FL 33607 | Accounting | $10,000 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SERV Service code 49 · EIN 52-1714114 | Other Services | $9,859 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,890 |
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 | $200,659 | $90,064+122.8% | $100,378+99.9% | $77,714+158.2% |
| Participation rate | 96.4% | 81.3%+15.1pp | 81.5%+14.9pp | 70.6%+25.8pp |
| Annual return | 14.52% | 20.61%-6.1pp | 49.41%-34.9pp | 31.26%-16.7pp |
| Employer contribution / active EE | $4,470 | $3,043+46.9% | $3,942+13.4% | $2,727+63.9% |
| Participant deferral / active EE | $13,237 | $8,282+59.8% | $8,087+63.7% | $4,649+184.7% |
| Admin fee / account holder | $157 | $172-8.6% | $7,899-98.0% | $433-63.7% |