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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 13 4515 PAINTERS MILL ROAD · OWINGS MILLS, MD 211174903 | Contract Administrator | $5,518 |
POLLARD & ASSOCIATES, INC.1+ years Filed as: POLLARD & ASSOCIATES Service code 37 · EIN 52-0909772 1 NORTH PARK DRIVE SUITE 104 · HUNT VALLEY, MD 21030 | Loan Processing | $1,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,613 | $30,437-81.6% | $56,033-90.0% | $74,459-92.5% |
| Participation rate | 69.4% | 32.9%+36.6pp | 52.5%+16.9pp | 67.2%+2.2pp |
| Annual return | 0.00% | 24.96%-25.0pp | 1711.38%-1711.4pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $1,925 | $610+215.7% | $1,041+85.0% | $2,626-26.7% |
| Participant deferral / active EE | $2,459 | $1,176+109.2% | $1,954+25.8% | $4,350-43.5% |
| Admin fee / account holder | $55 | $2,363-97.7% | $2,827-98.0% | $1,945-97.2% |