| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 14 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Plan Administrator | $77,464 |
NEPC, LLC2+ years Service code 16 · EIN 26-1429809 | Consulting | $72,734 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,225 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $27,000 |
HINMAN, HOWARD & KATTELL, LLP2+ years Service code 29 · EIN 15-0561878 | Legal | $14,481 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,164 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $269,968 | $211,459+27.7% | $119,237+126.4% | $93,010+190.3% |
| Participation rate | 98.6% | 94.1%+4.6pp | 82.7%+15.9pp | 73.9%+24.7pp |
| Annual return | 14.28% | 39.10%-24.8pp | 30.70%-16.4pp | 158.70%-144.4pp |
| Employer contribution / active EE | $9,937 | $5,958+66.8% | $4,383+126.7% | $2,705+267.3% |
| Participant deferral / active EE | $11,703 | $9,654+21.2% | $6,112+91.5% | $4,561+156.6% |
| Admin fee / account holder | $53 | $124-57.4% | $7,229-99.3% | $152-65.3% |