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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,119 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $131 |
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 | $149,904 | $72,303+107.3% | $86,691+72.9% | $64,814+131.3% |
| Participation rate | 95.4% | 80.4%+15.0pp | 76.6%+18.9pp | 71.5%+24.0pp |
| Annual return | -16.01% | 392.77%-408.8pp | 35.94%-51.9pp | 32.84%-48.8pp |
| Employer contribution / active EE | $4,934 | $2,393+106.2% | $2,837+73.9% | $2,507+96.8% |
| Participant deferral / active EE | $8,188 | $4,660+75.7% | $4,656+75.9% | $4,310+90.0% |
| Admin fee / account holder | $28 | $174-83.7% | $7,492-99.6% | $188-84.9% |