| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,000 |
KPMG LLP1+ years Service code 10 15 W. TEMPLE · SALT LAKE CITY, UT 84101 | Accounting | $21,000 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES GROUP Service code 16 8182 MARYLAND AVE · ST LOUIS, MO 63105 | Consulting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,977 | $46,516-14.1% | $147,618-72.9% | $69,651-42.6% |
| Participation rate | 10.0% | 65.8%-55.9pp | 84.6%-74.7pp | 66.6%-56.6pp |
| Annual return | -2.19% | 9.48%-11.7pp | 61.98%-64.2pp | 53.77%-56.0pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $340 | $2,719-87.5% | $4,895-93.1% | $3,635-90.6% |
| Admin fee / account holder | $15 | $45-65.6% | $11,612-99.9% | $63-75.6% |