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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $19,492 |
LJ MOSBY, P.C.1 year Filed as: LJ MOSBY P.C. 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 | $144,036 | $79,557+81.0% | $118,746+21.3% | $70,126+105.4% |
| Participation rate | 63.2% | 71.4%-8.2pp | 78.3%-15.1pp | 69.5%-6.4pp |
| Annual return | 14.59% | 25.64%-11.1pp | 24.54%-10.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $185 | $5,374-96.6% | $10,720-98.3% | $4,645-96.0% |