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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $56,783 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Consulting | $51,696 |
GBQ PARTNERS1+ years Service code 10 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $9,800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,752 | $71,957-68.4% | $67,652-66.4% | $59,188-61.6% |
| Participation rate | 96.2% | 82.7%+13.6pp | 75.7%+20.6pp | 69.4%+26.8pp |
| Annual return | 0.77% | 8.53%-7.8pp | 6625.40%-6624.6pp | 5.51%-4.7pp |
| Employer contribution / active EE | $814 | $2,432-66.5% | $2,266-64.1% | $2,098-61.2% |
| Participant deferral / active EE | $2,057 | $4,211-51.1% | $3,560-42.2% | $3,265-37.0% |
| Admin fee / account holder | $32 | $64-50.2% | $4,821-99.3% | $92-65.3% |