| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $158,457 |
KPMG LLP4+ years Service code 10 15 WEST TEMPLE · SALT LAKE CITY, UT 84101 | Accounting | $25,000 |
STOEL RIVES LLP2 years Service code 29 201 SOUTH MAIN STREET · SALT LAKE CITY, UT 84111 | Legal | $9,000 |
SUMMIT FINANCIAL CORPORATION3 years Filed as: SUMMIT STRATEGIES INC Service code 27 8182 MARYLAND AVE. · ST. LOUIS, MO 63105 | Advisory (Plan) | $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.
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 | $41,592 | $46,969-11.4% | $154,110-73.0% | $73,367-43.3% |
| Participation rate | 10.2% | 72.4%-62.2pp | 83.0%-72.8pp | 69.5%-59.2pp |
| Annual return | -5.18% | 821.68%-826.9pp | 735.22%-740.4pp | 173.45%-178.6pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $417 | $3,162-86.8% | $5,081-91.8% | $4,033-89.7% |
| Admin fee / account holder | $42 | $47-9.3% | $13,412-99.7% | $68-38.2% |