| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,500,250 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE AND MORAN Service code 16 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Consulting | $97,789 |
D. BRENNAN REILLY, P.C.1+ years Filed as: D BRENNAN REILLY PC Service code 29 3731 RICE BLVD · HOUSTON, TX 77005 | Legal | $31,655 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,371 | $36,004-57.3% | $64,101-76.0% | $69,651-77.9% |
| Participation rate | 87.3% | 47.3%+40.0pp | 68.2%+19.1pp | 66.6%+20.7pp |
| Annual return | 14.67% | 4.26%+10.4pp | 791.27%-776.6pp | 53.77%-39.1pp |
| Employer contribution / active EE | $462 | $617-25.0% | $1,820-74.6% | $2,241-79.4% |
| Participant deferral / active EE | $977 | $1,166-16.3% | $2,822-65.4% | $3,635-73.1% |
| Admin fee / account holder | $32 | $49-33.6% | $4,499-99.3% | $63-48.6% |