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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $145,818 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $345 |
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 | $263,368 | $92,303+185.3% | $152,473+72.7% | $86,828+203.3% |
| Participation rate | 96.9% | 81.1%+15.8pp | 78.2%+18.7pp | 72.3%+24.6pp |
| Annual return | 14.44% | 531.69%-517.2pp | 757.59%-743.1pp | 97.95%-83.5pp |
| Employer contribution / active EE | $11,004 | $3,748+193.6% | $4,326+154.4% | $2,406+357.3% |
| Participant deferral / active EE | $17,542 | $5,599+213.3% | $5,817+201.5% | $4,132+324.5% |
| Admin fee / account holder | $147 | $150-2.2% | $15,811-99.1% | $170-13.6% |