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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $160,384 |
COHNREZNICK LLP6 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $22,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,559 | $72,303+198.1% | $86,717+148.6% | $64,829+232.5% |
| Participation rate | 97.0% | 80.4%+16.5pp | 76.6%+20.4pp | 71.5%+25.5pp |
| Annual return | -19.32% | 392.77%-412.1pp | 35.97%-55.3pp | 32.85%-52.2pp |
| Employer contribution / active EE | $6,396 | $2,393+167.3% | $2,837+125.4% | $2,507+155.1% |
| Participant deferral / active EE | $16,575 | $4,660+255.7% | $4,657+255.9% | $4,312+284.4% |
| Admin fee / account holder | $97 | $174-44.2% | $7,494-98.7% | $188-48.3% |