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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $25,377 |
Filed as: HUB INTERNATIONAL MIDWEST LTD Service code 16 · EIN 35-0672425 | Consulting | $19,440 |
TAUZIN WEALTH MANAGEMENT1 year Service code 26 210 DRAPERTON GROVE · RIDGELAND, MS 39157 | Advisory (Participants) | $19,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,169 | $50,150-91.7% | $149,723-97.2% | $80,169-94.8% |
| Participation rate | 24.4% | 64.3%-39.9pp | 78.8%-54.4pp | 72.9%-48.6pp |
| Annual return | 20.25% | 29.80%-9.6pp | 134.50%-114.2pp | 40.39%-20.1pp |
| Employer contribution / active EE | $234 | $1,868-87.5% | $4,821-95.1% | $2,978-92.1% |
| Participant deferral / active EE | $507 | $3,195-84.1% | $5,682-91.1% | $5,016-89.9% |
| Admin fee / account holder | $71 | $153-53.3% | $13,215-99.5% | $145-50.8% |