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| Provider | Service type | Compensation |
|---|---|---|
VERRILL DANA LLP4 years Service code 29 ONE PORTLAND SQUARE · PORTLAND, ME 04112 | Legal | $10,847 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,776 |
Service code 27 117 NORTH 114TH STREET · MANHATTAN, KS 66502 | Advisory (Plan) | $6,480 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $101 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Direct payment ... | $0 |
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 | $134,407 | $73,404+83.1% | $87,102+54.3% | $67,579+98.9% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.9%+19.9pp | 71.3%+25.5pp |
| Annual return | 24.42% | 48.29%-23.9pp | 28.19%-3.8pp | 378.56%-354.1pp |
| Employer contribution / active EE | $4,308 | $2,014+113.9% | $2,521+70.9% | $2,148+100.6% |
| Participant deferral / active EE | $7,083 | $3,913+81.0% | $4,048+75.0% | $3,539+100.1% |
| Admin fee / account holder | $45 | $142-68.3% | $7,491-99.4% | $142-68.5% |