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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $47,870 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,573 |
PORTFOLIO EVALUATIONS, INC.3 years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Advisory (Plan) | $23,407 |
Filed as: PEACH AND MCPHERSON CPA Service code 10 110 WASHINGTON AVE · NORTH HAVEN, CT 06473 | Accounting | $12,000 |
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 | $262,061 | $60,776+331.2% | $85,693+205.8% | $79,393+230.1% |
| Participation rate | 85.1% | 62.1%+23.0pp | 69.9%+15.3pp | 70.7%+14.4pp |
| Annual return | 11.31% | 16.57%-5.3pp | 21.49%-10.2pp | 116.87%-105.6pp |
| Employer contribution / active EE | $3,238 | $1,663+94.7% | $2,618+23.7% | $2,428+33.4% |
| Participant deferral / active EE | $6,333 | $2,919+117.0% | $3,923+61.4% | $4,046+56.5% |
| Admin fee / account holder | $650 | $438+48.3% | $6,874-90.5% | $627+3.8% |