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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $72,438 |
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $31,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,486,859 | $65,960+12766.7% | $81,882+10264.8% | $77,762+10813.9% |
| Participation rate | 0.5% | 65.8%-65.3pp | 72.4%-71.9pp | 70.6%-70.1pp |
| Annual return | 11.03% | 26.64%-15.6pp | 779.47%-768.4pp | 31.27%-20.2pp |
| Employer contribution / active EE | $2,290 | $2,375-3.6% | $2,916-21.5% | $2,728-16.1% |
| Participant deferral / active EE | $4,766 | $3,505+36.0% | $4,323+10.2% | $4,651+2.5% |
| Admin fee / account holder | $20,695 | $526+3830.8% | $7,360+181.2% | $433+4680.7% |