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| Provider | Service type | Compensation |
|---|---|---|
ROSSI LLP1+ years Service code 10 400 OCEAN GATE · LONG BEACH, CA 90802 | Accounting | $11,060 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,011 | $51,288+106.7% | $81,988+29.3% | $73,412+44.4% |
| Participation rate | 38.9% | 64.0%-25.1pp | 69.3%-30.3pp | 72.2%-33.3pp |
| Annual return | 20.32% | 29.48%-9.2pp | 41.31%-21.0pp | 59.30%-39.0pp |
| Employer contribution / active EE | $2,475 | $1,487+66.5% | $2,498-0.9% | $2,234+10.8% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,806-100.0% |
| Admin fee / account holder | $25 | $125-79.9% | $5,665-99.6% | $158-84.1% |