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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $96,418 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $283 |
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 | $298,612 | $96,486+209.5% | $153,476+94.6% | $77,692+284.4% |
| Participation rate | 97.9% | 81.6%+16.3pp | 77.1%+20.8pp | 70.6%+27.3pp |
| Annual return | 14.82% | 14.44%+0.4pp | 15.66%-0.8pp | 31.25%-16.4pp |
| Employer contribution / active EE | $10,811 | $5,224+107.0% | $5,038+114.6% | $2,726+296.6% |
| Participant deferral / active EE | $18,189 | $6,609+175.2% | $6,759+169.1% | $4,648+291.3% |
| Admin fee / account holder | $29 | $182-84.1% | $12,729-99.8% | $431-93.3% |