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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $127,333 |
GROOM LAW GROUP7 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $117,511 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $94,424 |
MORNINGSTAR8+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $44,458 |
MILLER KAPLAN ARASE LLP6 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $13,125 |
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 | $343,047 | $107,415+219.4% | $135,998+152.2% | $80,187+327.8% |
| Participation rate | 92.7% | 78.0%+14.7pp | 81.9%+10.8pp | 72.9%+19.8pp |
| Annual return | 17.86% | 91.99%-74.1pp | 68.37%-50.5pp | 40.40%-22.5pp |
| Employer contribution / active EE | $6,493 | $3,878+67.4% | $4,860+33.6% | $2,980+117.9% |
| Participant deferral / active EE | $18,619 | $8,189+127.4% | $7,761+139.9% | $5,016+271.2% |
| Admin fee / account holder | $489 | $127+285.4% | $10,769-95.5% | $145+237.5% |