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| Provider | Service type | Compensation |
|---|---|---|
TRANSPORT WORKERS UNION1+ years Service code 15 2312 ARLINGTON DOWND RD · ARLINGTON, TX 76011 | Recordkeeping | $71,590 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $118 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,205 | $44,425+28.8% | $67,834-15.7% | $55,167+3.7% |
| Participation rate | 86.7% | 59.7%+27.0pp | 68.8%+17.9pp | 69.0%+17.7pp |
| Annual return | -1.27% | 17.80%-19.1pp | 138.47%-139.7pp | 169.23%-170.5pp |
| Employer contribution / active EE | $2,210 | $1,351+63.5% | $2,403-8.1% | $1,963+12.6% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $469 | $530-11.5% | $4,622-89.8% | $504-6.8% |