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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $52,113 |
CLIFTONLARSONALLEN LLP1 year Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $17,200 |
OLSHAN FROME WOLOSKY LLP2+ years Filed as: OLSHAN Service code 29 65 EAST 55TH STREET · NEW YORK, NY 10022 | Legal | $15,322 |
DAVID ROMANO2+ years Filed as: DAVID VAUGHAN INVESTMENTS Service code 27 5823 N FOREST PARK DRIVE · PEORIA, IL 61614 | Advisory (Plan) | $8,745 |
THE MUTUAL FUND STORE2+ years Service code 27 840 WILLOW ROAD · NORTHBROOK, IL 60062 | Advisory (Plan) | $8,616 |
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 | $149,623 | $80,177+86.6% | $123,894+20.8% | $57,658+159.5% |
| Participation rate | 94.5% | 74.4%+20.0pp | 81.4%+13.1pp | 70.2%+24.2pp |
| Annual return | 8.19% | 17.90%-9.7pp | 47.52%-39.3pp | 5.13%+3.1pp |
| Employer contribution / active EE | $3,975 | $2,913+36.5% | $4,617-13.9% | $1,974+101.4% |
| Participant deferral / active EE | $5,941 | $5,130+15.8% | $5,984-0.7% | $3,061+94.1% |
| Admin fee / account holder | $312 | $106+193.0% | $8,357-96.3% | $95+229.6% |