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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $27,818 |
AGW CAPITAL ADVISORS2 years Service code 16 511 W BAY STREET · TAMPA, FL 33606 | Consulting | $24,288 |
CARR, RIGGS & INGRAM, LLC6 years Filed as: CARR RIGGS & INGRAM Service code 10 2111 DREW STREET · CLEARWATER, FL 33765 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage commissions and ... | $34 |
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 | $509,719 | $105,198+384.5% | $159,455+219.7% | $85,856+493.7% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.8%-2.5pp | 69.3%+11.0pp |
| Annual return | 13.51% | 45.08%-31.6pp | 263.63%-250.1pp | 318.58%-305.1pp |
| Employer contribution / active EE | $6,303 | $3,319+89.9% | $4,830+30.5% | $2,565+145.7% |
| Participant deferral / active EE | $4,400 | $5,946-26.0% | $7,353-40.2% | $3,952+11.3% |
| Admin fee / account holder | $905 | $6,934-87.0% | $10,800-91.6% | $6,261-85.5% |