| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $59,972 |
SMARTDOLLAR2 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $45,799 |
MORNINGSTAR3 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,230 |
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 | $75,906 | $82,783-8.3% | $133,982-43.3% | $90,274-15.9% |
| Participation rate | 91.7% | 81.3%+10.4pp | 79.8%+11.8pp | 73.4%+18.3pp |
| Annual return | 14.31% | 21.89%-7.6pp | 45.10%-30.8pp | 53.97%-39.7pp |
| Employer contribution / active EE | $1,844 | $2,388-22.8% | $3,919-53.0% | $2,523-26.9% |
| Participant deferral / active EE | $3,648 | $4,291-15.0% | $5,047-27.7% | $4,231-13.8% |
| Admin fee / account holder | $25 | $93-72.9% | $8,930-99.7% | $114-77.9% |