Filed July 15, 2026 (most recent of 2 filings on file)
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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 | $132,789 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Float revenue; ... | $411 |
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 | $153,250 | $81,719+87.5% | $101,264+51.3% | $90,274+69.8% |
| Participation rate | 62.8% | 80.7%-17.9pp | 75.8%-13.0pp | 73.4%-10.5pp |
| Annual return | 21.17% | 337.64%-316.5pp | 46.48%-25.3pp | 53.97%-32.8pp |
| Employer contribution / active EE | $1,696 | $3,622-53.2% | $3,660-53.6% | $2,523-32.8% |
| Participant deferral / active EE | $6,618 | $3,310+100.0% | $4,370+51.4% | $4,231+56.4% |
| Admin fee / account holder | $49 | $162-69.6% | $5,947-99.2% | $114-56.9% |