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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,686 |
Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 24 E. COSTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $18,750 |
Service code 10 · EIN 95-4345526 | Accounting | $5,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,375 | $91,746+11.6% | $146,685-30.2% | $93,010+10.1% |
| Participation rate | 29.4% | 80.9%-51.5pp | 80.1%-50.6pp | 73.9%-44.5pp |
| Annual return | 10.64% | 18.28%-7.6pp | 22.75%-12.1pp | 158.70%-148.1pp |
| Employer contribution / active EE | $881 | $2,815-68.7% | $4,137-78.7% | $2,705-67.4% |
| Participant deferral / active EE | $1,850 | $4,589-59.7% | $5,507-66.4% | $4,561-59.4% |
| Admin fee / account holder | $88 | $101-13.1% | $10,281-99.1% | $152-42.0% |