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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $78,490 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145 | Consulting | $61,928 |
GBQ PARTNERS2 years Filed as: GBQ PARTNERS, LLC Service code 10 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $11,900 |
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 | $36,587 | $105,173-65.2% | $87,104-58.0% | $77,775-53.0% |
| Participation rate | 97.3% | 85.8%+11.5pp | 76.9%+20.4pp | 73.2%+24.1pp |
| Annual return | 20.45% | 24.52%-4.1pp | 28.19%-7.7pp | 32.58%-12.1pp |
| Employer contribution / active EE | $906 | $2,890-68.7% | $2,521-64.1% | $2,504-63.8% |
| Participant deferral / active EE | $2,650 | $5,048-47.5% | $4,048-34.5% | $3,966-33.2% |
| Admin fee / account holder | $40 | $105-61.8% | $7,491-99.5% | $100-60.1% |