| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $874,051 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON CAPITAL ADVISORS Service code 27 335 LENOX ROAD, SUITE 925 · ATLANTA, GA 30326 | Advisory (Plan) | $75,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,589 | $68,330-27.4% | $149,740-66.9% | $96,393-48.6% |
| Participation rate | 54.1% | 74.6%-20.5pp | 78.8%-24.7pp | 71.3%-17.2pp |
| Annual return | 30.78% | 29.64%+1.1pp | 134.51%-103.7pp | 22.88%+7.9pp |
| Employer contribution / active EE | $307 | $2,139-85.6% | $4,821-93.6% | $3,239-90.5% |
| Participant deferral / active EE | $2,915 | $4,422-34.1% | $5,683-48.7% | $5,455-46.6% |
| Admin fee / account holder | $42 | $52-18.5% | $13,222-99.7% | $74-42.6% |