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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 · EIN 52-1309931 | Recordkeeping | $3,350 |
LPL FINANCIAL1 year Filed as: LPL Service code 28 · EIN 04-3046611 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,567 | $89,123-13.0% | $102,460-24.3% | $77,762-0.2% |
| Participation rate | 86.9% | 80.9%+6.0pp | 76.5%+10.4pp | 70.6%+16.3pp |
| Annual return | 15.05% | 25.05%-10.0pp | 29.47%-14.4pp | 31.27%-16.2pp |
| Employer contribution / active EE | $5,726 | $2,700+112.1% | $3,025+89.3% | $2,728+109.9% |
| Participant deferral / active EE | $13,567 | $5,148+163.6% | $5,056+168.3% | $4,651+191.7% |
| Admin fee / account holder | $111 | $236-52.9% | $9,460-98.8% | $433-74.3% |