| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $896,000 |
INVESCO2+ years Filed as: INVESCO ADVISORS, INC. Service code 28 1555 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Management | $314,000 |
Filed as: SUMMIT STRATEGIES INC Service code 16 8182 MARYLAND AVE · ST LOUIS, MO 63105 | Consulting | $91,000 |
KPMG LLP2+ years Service code 10 15 WEST TEMPLE · SALT LAKE CITY, UT 84101 | Accounting | $34,000 |
STOEL RIVES LLP2+ years Service code 29 201 SOUTH MAIN STREET · SALT LAKE CITY, UT 84111 | Legal | $24,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING Service code 71 P.O. BOX 2065 · JERSEY CITY, NJ 07303 | Brokerage Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,251 | $49,270+20.3% | $156,551-62.2% | $329,111-82.0% |
| Participation rate | 77.6% | 68.1%+9.5pp | 84.0%-6.4pp | 67.9%+9.7pp |
| Annual return | 5.69% | 23.25%-17.6pp | 32.23%-26.5pp | 16.35%-10.7pp |
| Employer contribution / active EE | $1,624 | $1,534+5.8% | $5,501-70.5% | $2,303-29.5% |
| Participant deferral / active EE | $3,129 | $2,920+7.1% | $4,871-35.8% | $3,682-15.0% |
| Admin fee / account holder | $36 | $51-29.3% | $13,028-99.7% | $754-95.3% |