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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FORT WASHINGTON INVESTMENT ADV Service code 26 · EIN 31-1301863 | Advisory (Participants) | $15,519 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,050 |
AMERICAN FUNDS1 year Filed as: OPUS CAPITAL GROUP LLC Service code 26 · EIN 20-4857214 | Advisory (Participants) | $11,861 |
Service code 27 1180 MEDICAL COURT · CARMEL, IN 46032 | Advisory (Plan) | $10,758 |
Filed as: BARTLETT & CO WEALTH MANAGEMEN Service code 26 · EIN 82-3939580 | Advisory (Participants) | $10,351 |
Service code 26 7755 MONTGOMERY ROAD, STE 350 · CINCINNATI, OH 45236 | Advisory (Participants) | $7,422 |
Service code 26 · EIN 35-1892261 | Advisory (Participants) | $5,656 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $1,941 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $261,721 | $75,388+247.2% | $123,553+111.8% | $55,727+369.6% |
| Participation rate | 82.2% | 75.7%+6.6pp | 82.3%-0.1pp | 70.9%+11.4pp |
| Annual return | -0.54% | 4.48%-5.0pp | 119.21%-119.7pp | 244.94%-245.5pp |
| Employer contribution / active EE | $7,654 | $3,063+149.9% | $4,628+65.4% | $2,078+268.3% |
| Participant deferral / active EE | $9,884 | $5,651+74.9% | $6,426+53.8% | $3,356+194.6% |
| Admin fee / account holder | $217 | $120+81.3% | $9,284-97.7% | $115+88.5% |