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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $71,974 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC ADV SERVICES LLC Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $26,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,193 | $110,699-76.3% | $177,848-85.3% | $90,274-71.0% |
| Participation rate | 95.1% | 88.3%+6.8pp | 87.7%+7.4pp | 73.4%+21.8pp |
| Annual return | 15.07% | 22.79%-7.7pp | 48.33%-33.3pp | 53.97%-38.9pp |
| Employer contribution / active EE | $1,624 | $4,118-60.6% | $5,919-72.6% | $2,523-35.6% |
| Participant deferral / active EE | $3,443 | $6,731-48.8% | $7,714-55.4% | $4,231-18.6% |
| Admin fee / account holder | $33 | $90-62.9% | $12,431-99.7% | $114-70.7% |