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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $27,266 |
Filed as: FIFTH THIRD BANK Service code 16 PO BOX 631456 · CINCINNATI, OH 45263 | Consulting | $25,283 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $238 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,073 | $55,457-13.3% | $76,119-36.8% | $77,736-38.2% |
| Participation rate | 76.9% | 63.6%+13.3pp | 69.1%+7.8pp | 70.6%+6.3pp |
| Annual return | 14.40% | 17.09%-2.7pp | 361.25%-346.8pp | 31.26%-16.9pp |
| Employer contribution / active EE | $1,961 | $1,792+9.4% | $2,693-27.2% | $2,728-28.1% |
| Participant deferral / active EE | $4,838 | $3,454+40.1% | $4,259+13.6% | $4,651+4.0% |
| Admin fee / account holder | $111 | $411-72.9% | $6,421-98.3% | $433-74.3% |