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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP4 years Service code 16 153 CORDAVILLE ROAD · SOUTHBOROUGH, MA 01772 | Consulting | $44,164 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,380 |
LINDAHL ASSOCIATES PLLC2 years Service code 10 5675 STONE ROAD · CENTREVILLE, VA 20120 | Accounting | $5,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,511 | $69,159+52.6% | $125,195-15.7% | $67,582+56.1% |
| Participation rate | 83.5% | 78.2%+5.3pp | 79.8%+3.8pp | 71.3%+12.3pp |
| Annual return | 20.97% | 27.12%-6.2pp | 43.79%-22.8pp | 378.57%-357.6pp |
| Employer contribution / active EE | $2,341 | $2,023+15.7% | $3,866-39.4% | $2,148+9.0% |
| Participant deferral / active EE | $2,115 | $3,700-42.8% | $4,937-57.2% | $3,539-40.2% |
| Admin fee / account holder | $148 | $142+4.5% | $9,704-98.5% | $142+4.1% |