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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 | $27,856 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $17,303 |
TEPLITZKY AND COMPANY PC3+ years Service code 10 1 BRADLEY ROAD · WOODBRIDGE, CT 06525 | Accounting | $16,725 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $8,652 |
ROBINSON & COLE LLP1 year Filed as: ROBINSON & COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $6,372 |
PASI, LLC3+ years Service code 16 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Consulting | $3,938 |
CHARLES SCHWAB & CO., INC.3+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $1,661 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB AND CO INC Service code 33 | Direct payment from the plan; Shareho... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $462,311 | $56,540+717.7% | $185,849+148.8% | $86,821+432.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 13.76% | 118.20%-104.4pp | 122.10%-108.3pp | 97.94%-84.2pp |
| Employer contribution / active EE | $13,370 | $1,844+624.9% | $5,169+158.7% | $2,406+455.7% |
| Participant deferral / active EE | $13,281 | $2,555+419.7% | $5,569+138.5% | $4,132+221.4% |
| Admin fee / account holder | $216 | $150+44.6% | $16,244-98.7% | $170+27.6% |