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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 | $120,200 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Direct payment from th... | $3,042 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Direct payment from th... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,445 | $113,995+54.8% | $127,803+38.1% | $77,775+126.9% |
| Participation rate | 97.8% | 85.7%+12.1pp | 79.0%+18.8pp | 73.2%+24.6pp |
| Annual return | 24.15% | 26.09%-1.9pp | 26.14%-2.0pp | 32.58%-8.4pp |
| Employer contribution / active EE | $8,340 | $6,012+38.7% | $4,576+82.3% | $2,504+233.1% |
| Participant deferral / active EE | $13,023 | $7,267+79.2% | $6,023+116.2% | $3,966+228.4% |
| Admin fee / account holder | $96 | $108-11.1% | $9,399-99.0% | $100-4.3% |