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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 2729 SR 580 · CLEARWATER, FL 33761 | Consulting | $22,000 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,090 | $37,117+48.4% | $147,617-62.7% | $55,191-0.2% |
| Participation rate | 91.9% | 63.6%+28.3pp | 84.6%+7.3pp | 69.2%+22.8pp |
| Annual return | 0.04% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,031 | $1,620+25.3% | $5,564-63.5% | $1,899+6.9% |
| Participant deferral / active EE | $2,862 | $1,985+44.1% | $4,895-41.5% | $3,046-6.1% |
| Admin fee / account holder | $38 | $86-55.0% | $11,612-99.7% | $91-57.6% |