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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $130,403 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Direct payment from th... | $678 |
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 | $217,069 | $94,621+129.4% | $138,135+57.1% | $73,415+195.7% |
| Participation rate | 98.4% | 83.4%+15.0pp | 78.7%+19.7pp | 72.2%+26.2pp |
| Annual return | 16.67% | 16.57%+0.1pp | 20.51%-3.8pp | 59.30%-42.6pp |
| Employer contribution / active EE | $10,457 | $4,410+137.1% | $5,587+87.2% | $2,234+368.1% |
| Participant deferral / active EE | $17,951 | $6,199+189.6% | $6,431+179.1% | $3,806+371.7% |
| Admin fee / account holder | $113 | $140-19.4% | $11,856-99.0% | $158-28.4% |