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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER/RUSSELL & ASO. LLC Service code 27 3200 E CAMELBACK RD · PHOENIX, AZ 85018 | Advisory (Plan) | $38,836 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $27,060 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage commissions and ... | $166 |
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 | $305,981 | $100,801+203.5% | $149,751+104.3% | $73,415+316.8% |
| Participation rate | 97.8% | 77.7%+20.1pp | 82.5%+15.3pp | 72.2%+25.7pp |
| Annual return | 21.17% | 265.34%-244.2pp | 276.71%-255.5pp | 59.30%-38.1pp |
| Employer contribution / active EE | $10,935 | $3,312+230.2% | $4,646+135.4% | $2,234+389.5% |
| Participant deferral / active EE | $11,322 | $6,404+76.8% | $6,843+65.5% | $3,806+197.5% |
| Admin fee / account holder | $172 | $181-5.1% | $9,312-98.2% | $158+8.7% |