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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $44,534 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $36,446 |
PASI, LLC5+ years Service code 16 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Consulting | $20,000 |
TEPLITZKY AND COMPANY PC5+ years Service code 10 1 BRADLEY ROAD · WOODBRIDGE, CT 06525 | Accounting | $15,750 |
ROBINSON & COLE LLP3 years Filed as: ROBINSON & COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $2,420 |
CHARLES SCHWAB & CO., INC.5+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $1,761 |
CHARLES SCHWAB & CO., INC.5+ 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 | $420,601 | $47,180+791.5% | $149,723+180.9% | $74,473+464.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 20.50% | 22.75%-2.2pp | 134.50%-114.0pp | 34.36%-13.9pp |
| Employer contribution / active EE | $14,935 | $1,907+683.2% | $4,821+209.8% | $2,638+466.1% |
| Participant deferral / active EE | $13,836 | $2,730+406.7% | $5,682+143.5% | $4,530+205.4% |
| Admin fee / account holder | $233 | $343-32.2% | $13,215-98.2% | $347-33.0% |