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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 43-1581814 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,268 |
MMA SECURITIES LLC2+ years Filed as: RYAN ESPING, MMA SECURITIES LLC Service code 22 · EIN 22-3570392 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Insurance Broker | $7,000 |
Service code 17 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Pension Consulting | $5,135 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,343 | $82,188-94.7% | $125,391-96.5% | $64,824-93.3% |
| Participation rate | 88.2% | 77.9%+10.3pp | 82.4%+5.8pp | 71.5%+16.7pp |
| Annual return | -20.84% | 3.50%-24.3pp | 572.41%-593.2pp | 32.84%-53.7pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,555 | $7,177-50.5% | $7,448-52.3% | $4,311-17.5% |
| Admin fee / account holder | $84 | $163-48.4% | $10,009-99.2% | $188-55.1% |