| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $72,792 |
RAMSEY SOLUTIONS1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $53,620 |
Filed as: JONES WALKER L.L.P. Service code 29 201 ST CHARLES AVE · NEW ORLEANS, LA 70170 | Legal | $29,489 |
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $13,333 |
MORNINGSTAR4 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $11,043 |
Filed as: POSTLETHWAITE & NETTERVILLE, APAC Service code 10 8550 UNITED PLAZA BLVD. · BATON ROUGE, LA 70809 | Accounting | $10,000 |
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 | $82,472 | $91,746-10.1% | $146,649-43.8% | $93,010-11.3% |
| Participation rate | 88.8% | 80.9%+7.8pp | 80.1%+8.7pp | 73.9%+14.9pp |
| Annual return | 16.91% | 18.28%-1.4pp | 22.75%-5.8pp | 158.70%-141.8pp |
| Employer contribution / active EE | $2,043 | $2,815-27.4% | $4,137-50.6% | $2,705-24.5% |
| Participant deferral / active EE | $4,119 | $4,589-10.2% | $5,506-25.2% | $4,561-9.7% |
| Admin fee / account holder | $40 | $101-60.7% | $10,281-99.6% | $152-73.8% |