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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 13 · EIN 52-1309931 | Contract Administrator | $56,918 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $56,713 |
Filed as: ADMINISTRATIVE GROUP, LLC DBA TAG Service code 15 · EIN 42-1484983 | Recordkeeping | $10,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,555 | $155,364-45.6% | $103,486-18.3% | $77,736+8.8% |
| Participation rate | 56.9% | 85.5%-28.6pp | 80.5%-23.6pp | 70.6%-13.6pp |
| Annual return | 12.69% | 19.01%-6.3pp | 23.93%-11.2pp | 31.26%-18.6pp |
| Employer contribution / active EE | $2,194 | $5,949-63.1% | $4,679-53.1% | $2,728-19.6% |
| Participant deferral / active EE | $4,338 | $8,482-48.8% | $6,628-34.5% | $4,651-6.7% |
| Admin fee / account holder | $415 | $503-17.4% | $9,354-95.6% | $433-4.2% |