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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $65,289 |
Filed as: MESIROW FINANCIAL Service code 27 1307 NEW HAMPSHIRE AVE NW · WASHINGTON, DC 20036 | Advisory (Plan) | $56,855 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $595,464 | $122,239+387.1% | $184,200+223.3% | $74,546+698.8% |
| Participation rate | 81.8% | 85.5%-3.7pp | 86.8%-5.0pp | 67.2%+14.6pp |
| Annual return | 16.34% | 19.95%-3.6pp | 28.80%-12.5pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $33,719 | $4,537+643.1% | $6,424+424.9% | $2,624+1184.8% |
| Participant deferral / active EE | $16,304 | $7,139+128.4% | $9,132+78.5% | $4,347+275.0% |
| Admin fee / account holder | $528 | $1,260-58.1% | $13,907-96.2% | $1,944-72.8% |