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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $67,951 |
OLSHAN FROME WOLOSKY LLP1+ years Filed as: OLSHAN Service code 10 PARK AVENUE TOWER · NEW YORK, NY 10022 | Accounting | $24,823 |
THE MUTUAL FUND STORE1+ years Service code 27 840 WILLOW ROAD · NORTHBROOK, IL 60060 | Advisory (Plan) | $11,644 |
DAVID ROMANO1+ years Filed as: DAVID VAUGHAN INVESTMENTS Service code 27 5823 N FOREST PARK DRIVE · PEORIA, IL 61614 | Advisory (Plan) | $8,317 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $145,065 | $88,324+64.2% | $115,038+26.1% | $55,191+162.8% |
| Participation rate | 93.5% | 72.5%+21.0pp | 81.4%+12.1pp | 69.2%+24.3pp |
| Annual return | 0.64% | 6.30%-5.7pp | 26.14%-25.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $4,103 | $2,805+46.3% | $4,608-11.0% | $1,899+116.1% |
| Participant deferral / active EE | $6,087 | $5,042+20.7% | $6,026+1.0% | $3,046+99.8% |
| Admin fee / account holder | $308 | $105+192.0% | $8,175-96.2% | $91+239.0% |