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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD SUITE 350 · CLEVELAND, OH 44145 | Consulting | $57,212 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $51,407 |
GBQ PARTNERS1 year Filed as: GBQ PARTNERS LLC Service code 10 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $9,600 |
Employer contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,086 | $88,730-66.1% | $82,312-63.4% | $77,958-61.4% |
| Participation rate | 96.4% | 84.5%+11.9pp | 76.9%+19.5pp | 71.6%+24.8pp |
| Annual return | 16.87% | 20.88%-4.0pp | 25.88%-9.0pp | 20.87%-4.0pp |
| Employer contribution / active EE | $864 | $2,758-68.7% | $2,428-64.4% | $2,310-62.6% |
| Participant deferral / active EE | $2,340 | $4,634-49.5% | $3,706-36.9% | $3,537-33.8% |
| Admin fee / account holder | $31 | $74-58.2% | $5,608-99.4% | $97-68.3% |