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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,053 |
LJ MOSBY, P.C.1 year Service code 10 11511 KATY FREEWAY · HOUSTON, TX 77079 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $130,741 | $73,981+76.7% | $105,754+23.6% | $62,881+107.9% |
| Participation rate | 67.8% | 71.7%-3.9pp | 78.9%-11.1pp | 69.3%-1.5pp |
| Annual return | 5.33% | 17.60%-12.3pp | 12.25%-6.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $190 | $5,976-96.8% | $8,309-97.7% | $4,296-95.6% |