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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $53,094 |
PASI, LLC4+ years Service code 16 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Consulting | $27,053 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $26,474 |
TEPLITZKY AND COMPANY PC4+ years Service code 10 1 BRADLEY ROAD · WOODBRIDGE, CT 06525 | Accounting | $24,502 |
CHARLES SCHWAB & CO., INC.4+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $1,437 |
ROBINSON & COLE LLP2 years Filed as: ROBINSON & COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $532 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB AND CO INC Service code 33 | Shareholder servicing fees; Securitie... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $366,598 | $46,332+691.2% | $143,797+154.9% | $64,824+465.5% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -17.87% | -10.05%-7.8pp | -0.04%-17.8pp | 32.84%-50.7pp |
| Employer contribution / active EE | $14,873 | $1,911+678.2% | $4,952+200.3% | $2,507+493.2% |
| Participant deferral / active EE | $13,778 | $2,647+420.5% | $5,638+144.4% | $4,311+219.6% |
| Admin fee / account holder | $261 | $154+69.8% | $14,679-98.2% | $188+39.0% |