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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $40,669 |
KANSAS CHAPTER NECA4 years Filed as: KANSAS STATE BANK Service code 27 FBO MILLER RUSSELL ASO LLC OPER ACC · PHOENIX, AZ 85018 | Advisory (Plan) | $25,500 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER/RUSSELL & ASO. LLC Service code 27 3200 E CAMELBACK RD · PHOENIX, AZ 85018 | Advisory (Plan) | $25,500 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $196 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,382 | $88,122+197.7% | $141,200+85.8% | $67,584+288.2% |
| Participation rate | 98.0% | 76.5%+21.5pp | 82.5%+15.5pp | 71.3%+26.7pp |
| Annual return | 25.51% | 75.40%-49.9pp | 71.41%-45.9pp | 378.59%-353.1pp |
| Employer contribution / active EE | $10,139 | $3,224+214.4% | $4,736+114.1% | $2,148+372.0% |
| Participant deferral / active EE | $10,458 | $5,958+75.5% | $6,710+55.9% | $3,540+195.5% |
| Admin fee / account holder | $256 | $131+95.6% | $10,265-97.5% | $142+79.9% |