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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $12,801 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $114 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,419 | $88,982+106.1% | $102,438+79.1% | $77,671+136.1% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 12.01% | 25.01%-13.0pp | 29.37%-17.4pp | 31.21%-19.2pp |
| Employer contribution / active EE | $5,279 | $2,698+95.7% | $3,024+74.6% | $2,726+93.6% |
| Participant deferral / active EE | $8,826 | $5,144+71.6% | $5,054+74.6% | $4,648+89.9% |
| Admin fee / account holder | $32 | $236-86.6% | $9,448-99.7% | $430-92.7% |