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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $68,446 |
Filed as: MESIROW FINANCIAL Service code 27 1307 NEW HAMPSIRE AVE NW · WASHINGTON, DC 20036 | Advisory (Plan) | $27,993 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $463,321 | $98,982+368.1% | $162,171+185.7% | $65,185+610.8% |
| Participation rate | 94.4% | 85.8%+8.6pp | 87.6%+6.8pp | 70.2%+24.2pp |
| Annual return | 25.03% | 24.84%+0.2pp | 115.60%-90.6pp | 29.38%-4.4pp |
| Employer contribution / active EE | $24,981 | $3,467+620.6% | $5,613+345.1% | $2,177+1047.6% |
| Participant deferral / active EE | $12,679 | $5,384+135.5% | $7,297+73.8% | $3,514+260.8% |
| Admin fee / account holder | $549 | $596-8.0% | $10,843-94.9% | $847-35.2% |