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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $11,356 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 43-1581814 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,413 | $86,655-53.4% | $119,608-66.2% | $66,930-39.6% |
| Participation rate | 40.5% | 75.6%-35.1pp | 79.3%-38.8pp | 69.8%-29.3pp |
| Annual return | -17.93% | -8.00%-9.9pp | -14.98%-2.9pp | 1.57%-19.5pp |
| Employer contribution / active EE | $873 | $2,536-65.6% | $4,232-79.4% | $2,545-65.7% |
| Participant deferral / active EE | $3,640 | $4,358-16.5% | $5,601-35.0% | $4,238-14.1% |
| Admin fee / account holder | $200 | $755-73.5% | $10,326-98.1% | $593-66.4% |