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| Provider | Service type | Compensation |
|---|---|---|
REEDMARK ADVISORS LLC10+ years Service code 27 92 EAST MAIN STREET, · SOMERVILLE, NJ 08876 | Advisory (Plan) | $188,237 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $38,893 |
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 | $504,764 | $106,264+375.0% | $147,117+243.1% | $77,762+549.1% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 13.49% | 56.94%-43.4pp | 420.54%-407.0pp | 31.27%-17.8pp |
| Employer contribution / active EE | $5,738 | $4,074+40.9% | $4,932+16.3% | $2,728+110.3% |
| Participant deferral / active EE | $14,732 | $8,003+84.1% | $8,065+82.7% | $4,651+216.8% |
| Admin fee / account holder | $471 | $334+40.8% | $12,993-96.4% | $433+8.7% |