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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,042 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $20,057 |
LPL FINANCIAL6 years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $18,968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,603 | $91,474+133.5% | $135,982+57.1% | $71,529+198.6% |
| Participation rate | 94.3% | 75.7%+18.6pp | 81.9%+12.3pp | 67.9%+26.3pp |
| Annual return | 14.51% | 29.89%-15.4pp | 68.32%-53.8pp | 28.97%-14.5pp |
| Employer contribution / active EE | $3,279 | $3,705-11.5% | $4,859-32.5% | $2,590+26.6% |
| Participant deferral / active EE | $10,409 | $7,095+46.7% | $7,760+34.1% | $4,291+142.6% |
| Admin fee / account holder | $423 | $1,267-66.6% | $10,767-96.1% | $1,588-73.4% |