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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 · EIN 58-1428634 | Recordkeeping | $59,027 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,275 | $2,703,213-94.7% | $165,100-13.2% | $200,096-28.4% |
| Participation rate | 81.9% | 78.4%+3.4pp | 78.6%+3.3pp | 72.0%+9.9pp |
| Annual return | 12.19% | 17.97%-5.8pp | 70.21%-58.0pp | 34.26%-22.1pp |
| Employer contribution / active EE | $0 | $2,973-100.0% | $4,348-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $5,021-100.0% | $6,035-100.0% | $5,090-100.0% |
| Admin fee / account holder | $62 | $1,999-96.9% | $12,696-99.5% | $269-77.1% |