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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP6 years Service code 16 153 CORDAVILLE ROAD · SOUTHBOROUGH, MA 01772 | Consulting | $46,410 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,017 |
LINDAHL ASSOCIATES PLLC4 years Service code 10 5675 STONE ROAD · CENTREVILLE, VA 20120 | Accounting | $5,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,199 | $86,225+22.0% | $146,643-28.3% | $86,821+21.2% |
| Participation rate | 75.5% | 78.0%-2.5pp | 80.1%-4.6pp | 72.3%+3.2pp |
| Annual return | 14.06% | 31.23%-17.2pp | 22.75%-8.7pp | 97.94%-83.9pp |
| Employer contribution / active EE | $2,188 | $2,392-8.5% | $4,137-47.1% | $2,406-9.1% |
| Participant deferral / active EE | $2,054 | $4,245-51.6% | $5,506-62.7% | $4,132-50.3% |
| Admin fee / account holder | $131 | $195-33.2% | $10,280-98.7% | $170-23.0% |