Filed July 15, 2026 (most recent of 2 filings on file)
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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 | $215,173 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $18,500 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Direct payment from th... | $1,669 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Direct payment from the plan; Securit... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $135,277 | $66,051+104.8% | $92,903+45.6% | $77,775+73.9% |
| Participation rate | 61.9% | 81.0%-19.0pp | 76.0%-14.1pp | 73.2%-11.3pp |
| Annual return | 24.06% | 20.69%+3.4pp | 109.43%-85.4pp | 32.58%-8.5pp |
| Employer contribution / active EE | $1,564 | $3,426-54.4% | $3,653-57.2% | $2,504-37.5% |
| Participant deferral / active EE | $6,427 | $3,013+113.3% | $4,238+51.7% | $3,966+62.1% |
| Admin fee / account holder | $89 | $148-39.5% | $5,795-98.5% | $100-10.6% |