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| Provider | Service type | Compensation |
|---|---|---|
REEDMARK ADVISORS LLC3+ years Service code 16 C/O ANTHONY PASCAZIO · DOYLESTOWN, PA 18902 | Consulting | $147,853 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $62,757 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $327,958 | $155,795+110.5% | $136,298+140.6% | $69,631+371.0% |
| Participation rate | 97.8% | 75.2%+22.5pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 17.84% | 232464.33%-232446.5pp | 5156.27%-5138.4pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $4,671 | $2,991+56.2% | $4,696-0.5% | $2,032+129.9% |
| Participant deferral / active EE | $11,698 | $5,394+116.9% | $6,247+87.3% | $3,224+262.9% |
| Admin fee / account holder | $412 | $128+221.4% | $9,244-95.5% | $110+273.2% |