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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $56,765 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $30,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,017 | $118,337-67.9% | $189,545-79.9% | $93,010-59.1% |
| Participation rate | 95.2% | 89.1%+6.1pp | 87.8%+7.3pp | 73.9%+21.3pp |
| Annual return | 14.66% | 21.77%-7.1pp | 555.36%-540.7pp | 158.70%-144.0pp |
| Employer contribution / active EE | $2,764 | $4,204-34.2% | $6,162-55.1% | $2,705+2.2% |
| Participant deferral / active EE | $3,475 | $7,123-51.2% | $8,220-57.7% | $4,561-23.8% |
| Admin fee / account holder | $38 | $100-61.7% | $12,049-99.7% | $152-74.9% |