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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 | $66,834 |
Service code 26 · EIN 82-3939580 | Advisory (Participants) | $30,394 |
Service code 26 · EIN 43-1410129 | Advisory (Participants) | $24,343 |
AMERICAN FUNDS4 years Filed as: OPUS CAPITAL GROUP LLC Service code 26 · EIN 20-4857214 | Advisory (Participants) | $13,711 |
Service code 26 1180 MEDICAL COURT · CARMEL, IN 46032 | Advisory (Participants) | $13,160 |
Filed as: FORT WASHINGTON INVESTMENT ADV Service code 26 · EIN 31-1301863 | Advisory (Participants) | $10,006 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 16 905 LILY CREEK ROAD · LOUISVILLE, KY 40243 | Consulting | $8,727 |
HARDING LOEVNER LP3 years Filed as: HARDING SHYMANSKI AND COMPANY INC Service code 10 PO BOX 3677 · EVANSVILLE, IN 47735 | Accounting | $7,300 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $626 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,787 | $104,336+270.7% | $159,495+142.5% | $86,828+345.5% |
| Participation rate | 76.8% | 77.7%-1.0pp | 82.8%-6.1pp | 72.3%+4.5pp |
| Annual return | 17.58% | 26.32%-8.7pp | 263.72%-246.1pp | 97.95%-80.4pp |
| Employer contribution / active EE | $4,926 | $3,451+42.7% | $4,831+1.9% | $2,406+104.7% |
| Participant deferral / active EE | $10,990 | $6,837+60.7% | $7,354+49.5% | $4,132+166.0% |
| Admin fee / account holder | $446 | $172+158.7% | $10,804-95.9% | $170+162.7% |