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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $226,614 |
COOK STREET CONSULTING4 years Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $87,365 |
BDO USA, LLP2 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $34,000 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $22,526 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,487 | $112,711+64.6% | $170,055+9.1% | $80,187+131.3% |
| Participation rate | 82.7% | 87.4%-4.6pp | 87.0%-4.3pp | 72.9%+9.8pp |
| Annual return | 7.75% | 67.06%-59.3pp | 53.43%-45.7pp | 40.40%-32.6pp |
| Employer contribution / active EE | $11,806 | $4,488+163.1% | $6,790+73.9% | $2,980+296.2% |
| Participant deferral / active EE | $11,885 | $7,861+51.2% | $10,410+14.2% | $5,016+136.9% |
| Admin fee / account holder | $128 | $99+28.4% | $12,828-99.0% | $145-12.0% |