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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $53,949 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,359 | $51,288+97.6% | $81,991+23.6% | $73,412+38.1% |
| Participation rate | 66.4% | 64.0%+2.4pp | 69.3%-2.9pp | 72.2%-5.8pp |
| Annual return | 12.60% | 29.48%-16.9pp | 41.31%-28.7pp | 59.30%-46.7pp |
| Employer contribution / active EE | $528 | $1,487-64.5% | $2,498-78.8% | $2,234-76.3% |
| Participant deferral / active EE | $3,389 | $2,715+24.8% | $3,722-9.0% | $3,806-10.9% |
| Admin fee / account holder | $188 | $125+50.0% | $5,665-96.7% | $158+19.0% |