| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $851,992 |
Service code 16 24 E COTA STREET SUITE 200 · SANTA BARBARA, CA 93101 | Consulting | $62,500 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON CAPITAL ADVISORS Service code 16 3355 LENOX ROAD, SUITE 925 · ATLANTA, GA 30326 | Consulting | $44,692 |
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 | $55,910 | $73,283-23.7% | $155,556-64.1% | $106,553-47.5% |
| Participation rate | 53.3% | 73.3%-20.0pp | 78.2%-24.9pp | 69.8%-16.6pp |
| Annual return | 13.67% | 15.76%-2.1pp | 64.84%-51.2pp | 17.37%-3.7pp |
| Employer contribution / active EE | $331 | $2,241-85.2% | $4,675-92.9% | $3,359-90.1% |
| Participant deferral / active EE | $3,374 | $4,567-26.1% | $5,631-40.1% | $5,562-39.3% |
| Admin fee / account holder | $45 | $56-20.0% | $15,885-99.7% | $80-43.9% |