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| Provider | Service type | Compensation |
|---|---|---|
PRICEKUBECKA PLLC1 year Filed as: PRICEKUBECKA Service code 28 · EIN 75-2783674 | Investment Management | $10,000 |
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $3,725 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,063 | $106,749+146.4% | $145,433+80.9% | $82,448+219.1% |
| Participation rate | 91.8% | 75.6%+16.1pp | 82.1%+9.6pp | 68.1%+23.7pp |
| Annual return | 13.59% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,438 | $3,444-0.2% | $4,554-24.5% | $2,551+34.8% |
| Participant deferral / active EE | $8,503 | $6,519+30.4% | $7,897+7.7% | $4,139+105.4% |
| Admin fee / account holder | $142 | $8,390-98.3% | $13,129-98.9% | $7,234-98.0% |