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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $84,577 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $80,100 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 1201 WALNUT STREET · KANSAS CITY, MO 64106 | Accounting | $8,925 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,552 | $81,301-41.5% | $76,030-37.5% | $200,096-76.2% |
| Participation rate | 65.5% | 70.1%-4.6pp | 69.1%-3.6pp | 72.0%-6.6pp |
| Annual return | 13.34% | 16.31%-3.0pp | 361.54%-348.2pp | 34.26%-20.9pp |
| Employer contribution / active EE | $970 | $3,352-71.1% | $2,688-63.9% | $3,038-68.1% |
| Participant deferral / active EE | $3,444 | $4,721-27.1% | $4,257-19.1% | $5,090-32.3% |
| Admin fee / account holder | $279 | $145+92.5% | $6,421-95.7% | $269+3.7% |